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Your Family Fiduciary

Governed by Ethics l Driven by Results

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WHAT WE DO...

We offer a variety of services to our clients including

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TAX PLANNING

Analyze how taxes will affect your nest egg between now and your retirement.

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RETIREMENT PLANNING

The average life expectancy in the U.S. continues to rise and living longer means you will need more money to retire. The earlier you do retirement planning, the more time is on your side.

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WEALTH MANAGEMENT

Evaluate and assess your unique financial situation and make recommendations that are in your best interest while doing so with integrity and transparency.

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ESTATE PLANNING

Strategic estate planning to create the best legacy for those you love.

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FIDUCIARY INVESTMENT MANAGEMENT

We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.

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BUSINESS SOLUTIONS

Our financial advisors can help your organization meet its specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan.

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Additionally, Davis Capital Management can assist clients with other financial services, like debt planning, cash flow management, budgeting, consolidated tax reporting, and coordination of services with CPAs, lawyers, insurance and other financial professionals.

ORGANIZING YOUR FINANCIAL LIFE NOW THROUGH RETIREMENT

Davis Capital advisors will create and monitor your custom financial plan to minimize your taxes and make sure you don’t outlive your nest egg.

FIDUCIARY LEADERSHIP: THE GOLD STANDARD OF MONEY MANAGEMENT

Our difference? We place our client's best interest first. While most other financial advisors and firms do what they can to avoid the fiduciary standard, we run to embrace it. At Davis Capital Management, we lead by a different standard.
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USING TECHNOLOGY TO PROVIDE CLARITY

Black Diamond, a software that our financial advisors provide, allows our clients to have full transparency into the performance, fees, and transactions of their investment accounts.

Fee-Only, Fiduciary Financial Advisor Firm in Jacksonville and Ponte Vedra, FL

MEET THE TEAM TO TAKE YOU THERE

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Troy M. Davis

President

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John C. Murphy

Chief Investment Officer

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Tom Damour

Private Wealth Advisor

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Candice Lamb

Private Client Associate

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Betty

Director of Canine Relations

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Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results. Davis Capital Management’s primary objective is to help our client’s meet their financial and retirement goals by providing discretionary account management, financial advising, and financial planning.

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4788 HODGES BLVD SUITE 201 JACKSONVILLE, FL 32224 | (904) 223-0510
Davis Capital Management © 2023. All Right Reserved

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Troy M. Davis

Troy M. Davis

President
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Troy grew up in Jacksonville where he attended Episcopal High School and later earned his bachelor’s degree in Business Administration from the University of Florida’s Warrington College of Business. Troy also completed the Executive Program for Financial Advisors through the University of Georgia. Troy previously worked with Merrill Lynch as an Executive Retirement Plan Specialist and later he joined Fidelity Investments serving as an Investments Associate. It was this experience that lead Troy to open Davis Capital Management in 2008. Troy believed that in order to truly serve its clients an investment advisory company must not only strive to provide excellent customer service but serve in a fiduciary capacity as well. Troy lives in Jacksonville with his wife and two children. “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” – Warren Buffet
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John C. Murphy

John C. Murphy, CFP®

Chief Investment Officer
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A Jacksonville native, John graduated from Bishop Kenny High School before going on to the University of Florida where he majored in Finance and minored in Economics. After college John moved to New York City where he worked as a Specialist equities and ETFs on the floor of the American Stock Exchange. In 2005 John moved back to Jacksonville where he took a job at Merrill Lynch before moving on to B&C Financial Advisors where he was the Chief Investment Officer. In 2016 John joined his longtime friends, Troy Davis and Ron Heymann at Davis Capital Management. John’s roles at Davis Capital Management include meeting with clients to help them plan for their financial future, helping oversee the investment model and implementing the model in clients’ accounts. John feels that having your savings properly managed is the key to financial security and also the linchpin of any financial plan. He currently lives in Atlantic Beach with his wife, Jen and two children, Collin and Rilyn.
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Tom DaMour

Private Wealth Advisor

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Tom was born and raised in the bustling state of New Jersey but decided to embark on a new journey by moving to the sunny state of Florida to attend the University of Florida. There, he diligently pursued a passion for business and successfully graduated from the Warrington College of Business with a Bachelor’s degree in Business Administration. Over the years, he honed his financial service skills during a five-year tenure at Equitable Advisors in Jacksonville, Florida. Now, he’s thrilled to begin a new chapter as part of the dedicated team at Davis Capital Management. Beyond his professional life, he finds joy in various activities. He’s an avid golfer, a fitness enthusiast, and cherishes the time spent with beloved family and friends. In all aspects of life, he is driven by the pursuit of excellence and meaningful connections. 
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Candice M. Lamb

Candice Lamb

Private Client Associate

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Born in Atlanta, Candice was raised in Jacksonville, FL where she attended Sandalwood High School. Following graduation, she began studying Interpreting for American Sign Language and ultimately earned her Bachelors of Arts in Psychology from the University of Florida where she graduated Cum Laude. Candice previously worked as a Recruiter for New York Life Insurance Company in Jacksonville. It was that experience that gave her a sense of commitment to clients, colleagues, and to her community. Candice has an enthusiasm and passion to serve the clients we represent. Candice lives in Jacksonville with her husband Charles, a Firefighter for the Jacksonville Fire and Rescue Department. She enjoys spending time with family, watching football, and fishing when she gets the chance.
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