TD
Troy M. Davis
DAVIS CAPITAL MANAGEMENT
JACKSONVILLE, FL 32224
CRD#: 5038006
TD
Professional summary
Troy Maynard Davis, who also goes by Troy M Davis, is a registered financial advisor currently at DAVIS CAPITAL MANAGEMENT located in Jacksonville, Florida.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Troy has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Troy M Davis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Davis serves as an officer in the following business entities. All the entities listed below are not investment related and have no interaction with Davis Capital Management or its clients. The listed entities function purely as holding corporations for real estate owned by Mr. Davis or his family. Mr. Davis focuses his time at Davis Capital Management and spends less than an hour a month working for all the business entities listed below. His only duty with the listed entities is property management.
Maynard Steele Properties, LLC- Mr. Davis started on 1/1/2017 and the business is located at 4788 Hodges Blvd STE#201, Jacksonville, FL 32224.
Phelps Machine Welding Inc.-Mr. Davis started on 9/1/2010 and the business is located at 8210 Bahia Blanca Ct. Jacksonville, FL 32256.
Bullgator Inc.- Mr. Davis started on 9/1/2010 and the business is located at 8210 Bahia Blanca Ct. Jacksonville, FL 32256.
124 Magnolia, LLC-Mr. Davis started on 10/1/2017 and the business is located at 4788 Hodges Blvd Ste#201, Jacksonville, FL 32224.
CRS (Client Relationship Summary) - RIA
Click below to view Troy Maynard Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 26, 2009 - Present
DAVIS CAPITAL MANAGEMENT
Office #1: 4788 Hodges Blvd Ste#201, Jacksonville, FL 32224RIA
CRD#: 149014
JACKSONVILLE, FL
Past
November 24, 2006 - February 12, 2007
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JACKSONVILLE, FL
Past
March 16, 2006 - October 3, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
November 16, 2005 - October 3, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT | DAVIS CAPITAL MANAGEMENT LLC
CRD#: 149014 / SEC#: 801-118162
RIA
Registered Investment Advisory firm - (3/6/2020 Approved)Florida
Registered Investment Advisory firm - (11/28/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/26/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT | DAVIS CAPITAL MANAGEMENT LLC
CRD#: 149014 / SEC#: 801-118162
RIA
Registered Investment Advisory firm - (3/6/2020 Approved)Florida
Registered Investment Advisory firm - (11/28/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4788 Hodges Blvd Ste # 201, Jacksonville, FL 32224
Mailing Address
Phone number
(904) 223-0510
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 225 |
| AUM (Assets Under Management) | $ 225,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
