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Building 2DAVIS CAPITAL MANAGEMENT

Map pinJACKSONVILLE, FL
Phone904-223-0510
NotebookSEC #801-118162
Total AUM
$259M
Employees
5
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4788 HODGES BLVD
STE # 201
JACKSONVILLE
FL 32224
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
904-223-0510

ReceiptFinancials

Total AUM
$259M
Accounts
1,051
Discretionary
$259M
Accounts
1,051
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$61M
HNW Individual Clients
163
AUM
$198M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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