Clearance and Custody

Custodial and Clearing Services

National Financial Services LLC – A Powerful Ally

Davis Capital Advisors, LLC executes all transactions through Davis Securities LLC. Davis Securities, LLC has a clearing arrangement with National Financial Services LLC (“NFS”), providing you with maximum flexibility in fully disclosed clearing.  Our relationship with NFS assures that every securities transaction you make is documented and verified. Along with an easy-to-read monthly statement, NFS handles all centralized cashiering, bookkeeping, securities delivery and receipt, distribution of dividends, securities lending and margin.

NFS is a leader in securities trading and can assist clients in executing their trades across products and global markets.  Through NFS, Davis Securities strives to  achieve the best and fastest execution for out clients.  NFS continues to be at the forefront of innovation and at the center of capital markets globally.

In addition to client account access through NFS, Davis Securities’ clients are able to capitalize on NFS’ comprehensive and highly customizable reporting platform that allows clients to analyze and understand their portfolios in a multi-faceted manner.

NFS’ superior technology and market leadership allows us to serve you better.

National Financial Services LLC (NFS’) Portal System offers a secure and convenient vehicle for clients to access and view their brokerage account information 7 days a week, 365 days per year.  Portal is a powerful tool to use for monitoring your portfolio – in both simple or more detailed, customized formats.

*National Financial Services LLC is not affiliated with Davis Securities LLC or any of its subsidiaries or affiliates.