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They include 163 high-net-worth individuals and 69 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Davis Capital Management offer?","answer":"Davis Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Davis Capital Management use?","answer":"Davis Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $127M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Davis Capital Management have?","answer":"Davis Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Davis Capital Management invest in?","answer":"At the end of its last fiscal year, Davis Capital Management’s separately managed accounts held 41% exchange-traded equities, 26% investment grade corporate bonds, 10% registered funds (mutual funds, ETFs, BDCs), 9% state and local bonds, 8% U.S. government and agency bonds, 3% high-yield corporate bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Davis Capital Management?","answer":"Davis Capital Management’s direct owners are Troy Davis (75% or more) and John Murphy (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Davis Capital Management get paid?","answer":"Davis Capital Management is paid through a percentage of assets under management and hourly charges. 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