Davis Capital Management is an independent registered investment advisor based in Jacksonville, Florida, managing portfolios and providing financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on capital preservation through a disciplined, active investment strategy utilizing equities, fixed income, exchange-traded funds, mutual funds, and alternative investments. Davis Capital Management crafts customized portfolios tailored to each client's specific goals, risk tolerance, and tax situation, while also offering comprehensive financial planning covering retirement, taxes, estate planning, education funding, and insurance. The firm operates on a fee-only basis, meaning its advisors do not earn commissions from selling financial products or securities, ensuring advice remains focused on client best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on factors such as account composition, overall assets, and complexity.
