
Davis Capital Management
SerdenID : PRO-20251007-05198
About Company
Davis Capital Management is a fiduciary wealth management firm based in Jacksonville, Florida that provides fee-only, fiduciary investment management and personalized retirement planning, discretionary account management, tax planning, estate planning, business retirement solutions, portfolio analysis, and educational seminars; Davis Capital Management emphasizes disciplined, transparent, client-first advice delivered by a team that includes CFP® professionals, serves high-net-worth and individual investors (with a stated minimum of $250,000 in investable assets for its wealth management services), and positions the company to help clients pursue long-term financial objectives—visit Davis Capital Management for more information.
Service Category
Area Served
Contact Info
Address
4788 Hodges Blvd STE 201, Jacksonville, FL 32224
- Phone Number(904) 223-0510
- Website https://www.daviscapitalsite.com
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