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Davis Capital Management is a registered investment advisor (RIA) firm located in Jacksonville, Florida. We are committed to customer service, governed by ethics and driven by results.

As an RIA, we act as a fiduciary, meaning we are legally bound to do what’s best for our clients. We do not sell “suitable” products like some of our competitors.

At Davis Capital Management, our primary objective is to understand and help our clients meet their unique financial goals by providing disciplined, hands-on investment management.

Our investment methods are as unique as our clients. We customize every account to meet each client’s specific needs.

Once we talk with you and learn your individual financial goals, your tolerance for risk and your current financial situation, we can help you plan for the future. We will tailor your investment account to your personal risk tolerance and time frame, and then monitor it to make sure you stay on track.

Are you ready for a new way of working with a financial advisor?
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Recent Blog Posts

Savings vs. Income in Retirement
February 25, 2020
When thinking about retirement, you should make sure to have a clear understanding of savings vs. income. When thinking about retirement, many think about a particular savings amount that th...
Changes to Required Minimum Distribution Rules
February 25, 2020
With the passage of the SECURE Act in December 2019, current and future retirees can expect to see significant changes which are likely to impact their tax planning for retirement. Most nota...
To Work Or Not To Work In Retirement. That Is The Question.
February 11, 2020
The retirement age of 65 was chosen for Social Security at a time when the average life expectancy was 67. Overall, life expectancy has trended up since then, so it should come as no surpris...