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DAVIS CAPITAL MANAGEMENT
4788 Hodges Blvd
Ste # 201
Jacksonville, Florida 32224
Tel: 904-223-0510
About DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT, formally registered with the SEC as DAVIS CAPITAL MANAGEMENT. The firm was established in 03/06/2020. They have over 1 offices throughout the country.
DAVIS CAPITAL MANAGEMENT is a Jacksonville, Florida based Financial Planning firm with nearly $194,300,000 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149014 |
| SEC# | 801-118162 |
| Assets Managed by Firm | $194,300,000 |
| No. of Clients | 603 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 603 | $194,300,000 |
| Individuals (other than high net worth individuals) | 108 | $72,000,000 |
| High net worth individuals | 101 | $122,000,000 |
| Corporations or other businesses | 1 | $300,000 |
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