Davis Capital Management

Davis Capital Management (CRD# 149014) is a financial advisory firm headquartered in Jacksonville, FL. They manage $38,000,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $230,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Davis Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Ronald M. Heymann
CRD#: 5457869
4788 Hodges Blvd, Ste # 201, Jacksonville, FL 32224
96
Wealthminder
score

Ronald Heymann (CRD# 5457869) is an Investment Advisor Representative working at Davis Capital Management in Jacksonville, FL and has over 8 years of experience in the finance industry. Ronald Heymann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Troy M. Davis
CRD#: 5038006
4788 Hodges Blvd Ste#201, Jacksonville, FL 32224
93
Wealthminder
score

Troy Davis (CRD# 5038006) is an Investment Advisor Representative working at Davis Capital Management in Jacksonville, FL and has over 10 years of experience in the finance industry.

3
John C. Murphy
CRD#: 4509081
4788 Hodges Blvd, Ste # 201, Jacksonville, FL 32224
93
Wealthminder
score

John Murphy (CRD# 4509081) is an Investment Advisor Representative working at Davis Capital Management in Jacksonville, FL and has over 14 years of experience in the finance industry.

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