Eric Davis
Eric Davis is a registered investment advisor at Davis Capital Advisors, LLC, based in New York, NY, with 34 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $999K | 1.35% |
| $999K - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Fees are negotiable. DCA may group certain related client accounts for the purposes of determining the annualized fee. Clients who direct brokerage to DCA's related broker dealer, Davis Securities, will pay commissions. DCA also offers wrap fee accounts with different fee schedules.
Fee Estimator
Location
31 West 34th Street, Suite 8076, New York, NY, 10001-3030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is the sole managing member and owner of Davis Capital Management LLC, the general partner of Davis Strategic Growth Fund LLP, and the principal of Davis Capital Advisors. He also owns Davis Insurance Agency LLC (an insurance broker agent) and Davis Management LLC, dedicating about a quarter of his time to Davis Strategic Growth Fund, about 10-20% to Davis Capital Advisors, and minimal time to the other entities.
Employment History
Current Registrations
Davis Capital Advisors, LLC
Davis Securities LLCBroker
Previous Registrations
First New York Securities L.L.C.Broker
Gruntal & CO. IncorporatedBroker
State Registrations6 states
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