Troy Lerche
Davis Capital Management · Jacksonville, Florida
Troy Lerche is a fee-only financial advisor at Davis Capital Management in Jacksonville, Florida, who holds the CFP credential. Troy focuses on retirement planning, estate & legacy planning and tax planning. Davis Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Davis Capital Management |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $259M across 1,051 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, NC · CRD 6561041 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.daviscapitalsite.com |
How Troy's firm compares
- Davis Capital Management's average account is about $246,000, from its Form ADV (assets managed divided by 1,051 accounts).
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Questions about Troy
Is Troy Lerche a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Davis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, Davis Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Troy charge?
According to Davis Capital Management's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Troy Lerche based?
Troy Lerche is based in Jacksonville, Florida.
What does Troy specialize in?
Troy's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Troy Lerche hold?
Troy Lerche holds the CFP credential.
Is Troy Lerche registered with the SEC?
Yes. Troy Lerche is registered as an investment adviser representative in FL, GA and NC (CRD 6561041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Davis Capital Management manage?
Davis Capital Management reports $259M across 1,051 accounts in assets under management.
How do I contact Troy Lerche?
Through Troy's website, www.daviscapitalsite.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Davis Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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