Overview
Assets Under Management: $194 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 146
Average Client Assets: $1 million
Frequently Asked Questions
DAVIS CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149014), DAVIS CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
DAVIS CAPITAL MANAGEMENT LLC is headquartered in JACKSONVILLE, FL.
DAVIS CAPITAL MANAGEMENT LLC serves 146 high-net-worth clients according to their SEC filing dated February 14, 2024. View client details ↓
According to their SEC Form ADV, DAVIS CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
DAVIS CAPITAL MANAGEMENT LLC manages $194 million in client assets according to their SEC filing dated February 14, 2024.
According to their SEC Form ADV, DAVIS CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.67
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 603
Discretionary Accounts: 602
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149014
Last Filing Date: 2024-02-14 00:00:00
Website: https://daviscapitalsite.com