Troy Davis
President & Founder at Davis Capital Management LLC
- Role
- President & Founder at Davis Capital Management Llc
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Troy Davis
Dedicated to empowering individuals, families, and businesses to achieve their financial…
Experience
President & Founder
Feb 2008 — Present · Jacksonville, FL, US
I specialize in investment management and financial planning for individuals, families, and businesses. I work with clients who are interested in achieving their financial goals through a transparent and fiduciary solution. For over 17 years I have worked with professionals and business owners and I have gained an understanding of the unique problems and opportunities that you may encounter. This translates into a time-tested ability to obtain measurable and meaningful results for you, your family, or your business. Our services include- Discretionary Investment Management (Fee-only)- Tax & Financial Planning- Estate & Generational Wealth Planning- Small Business and Self-Employed Retirement Plans- Family Office Services- Private Equity & Private Credit Investments- Real Estate (1031 & opportunity zone)
Education
University of Florida - Warrington College of Business
BABA, Business Admin
2003 — 2005
University of Georgia - Terry College of Business
Executive Program for Financial Planning
2007 — 2008
Skills
- Financial Advisory
- Family Office
- Investment Strategies
- Alternative Investments
- Private Equity
- Nonprofits
- Investment Management
- Valuation
- Asset Management
- Portfolio Management
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Venture Capital
- Estate Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Investments
- Due Diligence
- Small Business
- Trust Services
- Real Estate
- Retirement Planning
- College Funding Strategies
- Business Strategy
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