Davis Capital Management
Overview
Davis Capital Management is a fiduciary wealth management firm committed to customer service, governed by ethics, and driven by results. The firm's primary objective is to help clients meet their financial and retirement goals by providing discretionary account management and custom financial planning. Services include retirement planning, wealth management, and financial advisory, with a focus on high-net-worth individuals and institutions. The firm offers personalized strategies, fee-only fiduciary investment management, custom portfolios, quarterly follow-ups, tax planning, estate planning, and business solutions. They emphasize a collaborative team approach, working together to achieve clients' financial objectives. Davis Capital Management is a fee-only registered investment advisory firm with assets under management totaling $166.5 million. They serve 503 clients with an average account size of $331,014. The firm is governed by ethics and driven by results, prioritizing clients' long-term financial objectives and income needs to create strategies that align with their vision.
Investment Focus
- Accredited investors only
- Long-term investment horizon
- Interest in diversified portfolios
- Commitment to fiduciary standards
- Willingness to engage in regular portfolio reviews
- Alignment with firm's ethical investment practices
- Ability to meet minimum account size requirements
- Interest in comprehensive financial planning services
- Comfort with fee-only advisory model
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Davis Capital Management
What sectors does Davis Capital Management invest in?
Davis Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in La Mesa, California, United States. Davis Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Davis Capital Management invest at?
Davis Capital Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Davis Capital Management invest in?
Davis Capital Management invests across United States.
What companies has Davis Capital Management invested in?
Davis Capital Management's portfolio includes Urban Development Partners, Global Tech Solutions, ABC Corporation, Green Energy Innovations, HealthFirst Medical Group, Skyline Communications, Metro Transit Systems and XYZ Industries.
How do I contact Davis Capital Management?
Davis Capital Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database