Davis Capital Management

Davis Capital Management

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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

Financial Planner

Area Served

Jacksonville

Contact Info

Address

4788 Hodges Blvd STE 201, Jacksonville, FL 32224

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