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 custom financial insight to individuals, families, and business owners.
We offer a variety of services to our clients including
Evaluate and assess your unique financial situation and make recommendations that are in your best interest while doing so with integrity and transparency.
Strategic estate planning to create the best legacy for those you love.
We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.
Our advisers can help your organization meet it's specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan.
Black Diamond, a software that we provide, allows our clients to have full transparency into the performance, fees, and transactions of their investment accounts.
4788 HODGES BLVD
SUITE 201
JACKSONVILLE, FL 32224
(904) 223-0510