Davis Capital Management

Davis Capital is an independent, fee-only registered investment advisory firm headquartered in Jacksonville, Florida, serving clients across the state and beyond. As a proud member of the National Association of Personal Financial Advisors (NAPFA) — the country's leading professional association of fee-only advisors — and with CERTIFIED FINANCIAL PLANNER™ professionals on our team, we provide comprehensive wealth management, retirement and tax planning, and estate planning strategies tailored to each client's unique goals. As fiduciaries, we are compensated solely by our clients — never by commissions, product sales, or third-party incentives — ensuring that every recommendation is aligned with our clients' best interests. Client assets are held with Charles Schwab, providing institutional-grade custody, security, and reporting. From portfolio construction and risk management to coordinating with attorneys and CPAs on multigenerational planning, Davis Capital delivers the depth of a sophisticated firm with the personal attention of a boutique practice