Davis Capital Management

**Davis Capital Management Summary:** Davis Capital Management is a registered investment advisor located in Jacksonville, FL, established in 2008. The firm specializes in providing Portfolio Management Services, Automated Investment Program through Charles Schwab, and Qualified Plan Consulting for corporate retirement plans. They also offer Financial Planning Services tailored to individual client needs. **Consumer-Facing Terms:** - Minimum Initial Investment: Generally $500,000, with the discretion to waive under certain circumstances. - Fee Structure: Annual percentage-based fee ranging from 0.75% to 1.50% based on account value. - Fiduciary Status: Act as fiduciaries and do not receive commission-based compensation. - Investment Discretion: Accept discretionary authority for trading on behalf of clients. - Investment Strategy: Focus on capital preservation, risk management, and asset appreciation through diversified portfolios. **Advisory Business Description:** Davis Capital Management employs a top-down analysis for sector weighting and a bottom-up approach for security selection. They emphasize risk management, diversification, and maintaining a disciplined investment process. The firm's investment philosophy revolves around managing risk and preserving capital while seeking long-term growth. For more detailed information, clients and prospective clients can access the firm's Form ADV Part 2A on the SEC's website using the CRD number 149014. Please contact Davis Capital Management directly for further inquiries or to request their services.