Troy Richard Lerche
Investment adviser representative at Davis Capital Management
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$259MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Davis Capital ManagementJan 2024 to now
- Camarda Wealth Advisory GroupApr 2021 to now
- Firstwave Financial Inc(formerly Cpa Wealth Management Services)Feb 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, NC).
Davis Capital Management
Legal name: Davis Capital Management LLC
$259MAssets managed
232Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6561041
- Firm CRD
- 149014