Morgan Stanley
47yrs
Top advisor by experience in New York
36yrs
Based in New York, New York, Eric Davis is a fiduciary financial advisor with 36 years of industry experience. Eric joined Davis Capital Advisors in 2022, a firm offering investment management and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in New York
Office31 West 34th Street Suite 8076, New York, NY 10001
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$773,360
States licensed ?1 state
Services through Davis Capital Advisors
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowDavis Capital Advisors, LLCCurrent firm
Contact Eric
Local office(212) 796-8444Ask for Eric. (212) 796-8440Main office 31 West 34th Street Suite 8076New York, NY 10001Office · Get directions Firm websiteHTTP://WWW.DAVISCAPITALADVISORS.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Eric’s local office at (212) 796-8444 or the Davis Capital Advisors main office at (212) 796-8440, and ask for Eric Davis.
How long has Eric been a financial advisor?
Eric has been in the industry since 1990, about 36 years. Top 6% by experience in New York.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Davis Capital Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates