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WEALTH MANAGEMENT WITH LIMITLESS POTENTIAL

From fiduciary financial planning and fee-only investment management to business retirement plan design, Davis Capital Management is here to safely manage assets and provide trusted financial insight to individuals, families, and business owners.
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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 plan for retirement, 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 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 Advisors 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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Ronald M. Heymann

Executive Financial Advisor

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John C. Murphy

Chief Investment Officer

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Candice Lamb

Client Service Associate

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Gene L. Morris

Financial Advisor Associate

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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 and custom financial planning.
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4788 HODGES BLVD SUITE 201 JACKSONVILLE, FL 32224 | (904) 223-0510
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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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Ronald M. Heymann

Ronald M. Heymann, CFP® ChFC®

Executive Financial Advisor
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Ron joined Davis Capital Management in January, 2013 as Executive Wealth Advisor. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at UNF (’06). Professional designations include earning the CFP® certification in 2011. Prior to joining Davis Capital Management, Ron worked for Fidelity Investments in Johnson City, Tennessee as an Account Executive. An avid outdoorsman, Ron enjoys spending time with his wife and two kids fishing, sailing, hiking, and travelling abroad.
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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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Candice M. Lamb

Candice Lamb

Client Service 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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Gene L. Morris, Jr.

EUGENE L. MORRIS, JR.

Financial Adviser Associate
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A Jacksonville native, Gene graduated from Bishop Kenny High School before attending the University of Florida where he majored in Agriculture Economics and minored in Natural Resource Law. Prior to joining Davis Capital Management, Gene’s roles included working as a Relationship Manager with Merrill and Portfolio Manager for BDO Wealth, formerly LBA Wealth Advisors. Gene meets with clients to help them create custom financial plans that take into account a holistic view of their situation. Gene enjoys weightlifting, running and travel. He currently lives in Ortega Forest with his dog Buck.
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