Firm
Davis Capital Management
Jacksonville, Florida
Fee-only
Davis Capital Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 232 individual clients, 163 of them high net worth.
- Its average account is about $246,000 (assets it manages divided by its 1,051 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | daviscapitalsite.com |
| Phone | (904) 223-0510 |
Davis Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|
In the firm's words
"To access our wealth management services, a minimum of $250,000 in assets is required." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $259 million |
| Individual clients | 69 |
| High-net-worth clients | 163 |
| Accounts managed | 1,051 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118162) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 149014 |