John Murphy
Davis Capital Management · Jacksonville, Florida
John Murphy is a fee-only financial advisor at Davis Capital Management in Jacksonville, Florida, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. Davis Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Davis Capital Management |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $259M across 1,051 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4509081 |
| Exams passed | Series 63 (2002) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.daviscapitalsite.com |
| Profile |
How John's firm compares
- Davis Capital Management's average account is about $246,000, from its Form ADV (assets managed divided by 1,051 accounts).
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Questions about John
Is John Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Davis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Davis Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does John charge?
According to Davis Capital Management's website, checked October 30, 2026: a $250,000 asset minimum.
Where is John Murphy based?
John Murphy is based in Jacksonville, Florida.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does John Murphy hold?
John Murphy holds the CFP credential.
Is John Murphy registered with the SEC?
Yes. John Murphy is registered as an investment adviser representative in FL (CRD 4509081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Davis Capital Management manage?
Davis Capital Management reports $259M across 1,051 accounts in assets under management.
How do I contact John Murphy?
Through John's website, www.daviscapitalsite.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Davis Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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