Updated November 20, 2023
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Davis Capital Management

Investment Advisor Firm
Total assets under management$182M
Years in business16+

About Davis Capital Management

Davis Capital Management is a fiduciary wealth management firm based in Jacksonville, Florida. Committed to providing exceptional customer service, the company operates under a robust ethical framework and is driven by achieving results for its clients.

The primary objective of Davis Capital Management is to assist clients in meeting their financial and retirement goals through discretionary account management and custom financial planning. Unlike working with large banks or insurance institutions, the company takes the time to truly understand each client's plans and financial aspirations. As a fiduciary, Davis Capital Management always puts its clients' interests first.

Its commitment to independent financial methodology sets Davis Capital Management apart from other wealth management firms. With over a decade of experience, the company has built a reputation for high integrity and strives to uphold it through diligent work.

One key aspect distinguishing Davis Capital Management from other financial advisors is its personalized approach. Rather than simply placing clients in portfolios based on a few risk questions, the company's advisors take the time to comprehensively understand all aspects of their clients' financial lives. This includes future goals and income needs, ensuring that each portfolio is designed to meet individual objectives, whether leaving a financial legacy or enjoying a comfortable retirement.

In addition to personalized service, Davis Capital Management utilizes cutting-edge technology that allows clients to monitor their portfolios anywhere in the world. Whether clients need updates on their financial plan's progress or want information on their portfolio's performance, they can easily access this information securely at their fingertips.

Another noteworthy characteristic of Davis Capital Management is that it invests its money in the same investments it recommends to clients. This demonstrates a commitment to having "skin in the game" and builds trust with clients who know their advisors have firsthand experience navigating various financial cycles. Clients receive tailored portfolio recommendations based on their unique circumstances, enabling them to make informed decisions aligned with their goals.

Clients can expect an experienced financial advisor as their primary point of contact, backed by a team of subject matter experts ready to address any questions or concerns. Davis Capital Management's dedication to its clients' financial well-being is evident through its comprehensive approach and commitment to exceptional service.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Future Goal-Planning
  3. Income Analysis

More about Davis Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1490144

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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