Davis Capital Management Fees & Minimum

Overview

Headquarters: Jacksonville, FL
Total Firm Assets: $259 million
Average High-Net-Worth Client Portfolio Size: $1.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2 A & B (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$5,000,000	1.00%
$5,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$53,750	1.08%
$10 million	$91,250	0.91%
$50 million	$391,250	0.78%
$100 million	$766,250	0.77%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 76.45%
Number of High-Net-Worth Clients: 163
Total Client Accounts: 1,051
Discretionary Accounts: 1,051

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number: 149014

ADV PART 2 A & B (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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