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Overview Share
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Jacksonville, Florida
$109.5 million AUM
1 office

Davis Capital Management is based in Jacksonville, Florida and has $109.5 million in assets under management.

Location
4788 Hodges Boulevard
Suite # 201
Jacksonville, FL 32224
$109.5 million
AUM
3
Employees
AUM Share
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$109,500,000
Assets under management
119 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 92 $49,700,000 45% $540,217
High net worth individuals 19 $58,900,000 54% $3,100,000
Insurance companies Fewer than 5 clients $600,000
Other corporations or businesses Fewer than 5 clients $300,000
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$109,500,000
Assets under management
$36,500,000
AUM per employee
$36,500,000
AUM per investment analyst
About Share
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Compensation

Davis Capital Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Davis Capital Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
Firm data Share
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CRD number 149,014
SEC number 801-118162
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date February 03, 2020

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