Eric Mitchell Davis

Financial advisor at Davis Capital Advisors, LLC · New York, NY

Last updated 2026-10-10

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Eric Mitchell Davis is a financial advisor at Davis Capital Advisors, LLC in New York, NY, CRD 1812949. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-05-27.

Registration

CRD number
1812949
Registration status
Active
IAPD registration
2022-05-27
Industry Experience
4 years
Work Experience
21 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2005-04 to Present · Davis Securities, LLC · New York, NY

Current employment

SEC IAPD record for Eric Mitchell Davis

Davis Capital Advisors, LLC

Regulatory AUM
$46,860,690
Registered advisors
1
Offices
1
Average AUM per client
$781K (Low)
High-net-worth client ratio
43.3% (Moderate)

Davis Capital Advisors, LLC: advisors, services and reported ETF investments

About

Eric Mitchell Davis is a financial advisor at Davis Capital Advisors, LLC in New York, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 21 years of reported work history.

Davis Capital Advisors, LLC's firm-level Form ADV reports 1 advisors across 1 offices; approximately 60.0 clients per advisor, average assets per client of $781,012, and regulatory AUM of $46.9M; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Davis Capital Advisors, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Performance-Based Fees

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

31 West 34th Street, New York, NY 10001-3030

1 advisor at this office.

Davis Capital Advisors office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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