Eugene
Morris

Davis Capital Management

CRD#5771796
Investment Advisor
in Jacksonville, FL

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About this Advisor

Eugene Morris is a financial advisor operating in Jacksonville, Florida who has 1 year of relevant experience. Morris currently works for Davis Capital Management. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Lba Wealth Management, LLC, Bdo Wealth Advisors, LLC and Bank Of America, N.A. Morris maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and North Carolina. Davis Capital Management is a company based out of Jacksonville, FL. It administers $182 million in assets under management between its 572 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 572 customer accounts, 44% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees largely depend on the type of services offered. Fee types charged by Davis Capital Management can include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4788 Hodges Blvd Ste # 201
Jacksonville, FL 32224

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Davis Capital Management Brokerage Details

Total Assets Under Management

$181,800,000

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

572

FL Average: 2,474
Average Account Size

$317,832

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Eugene Morris Work History

Eugene has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Bdo Wealth Advisors, LLC

2016 - 2017 (1 year)

Lba Wealth Management, LLC

2014 - 2016 (2 years)

Bank Of America N.A

2010 - 2016 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugene Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Davis Capital Management

Eugene Morris
Jacksonville, FL
Troy Davis
Jacksonville, FL
Ronald Heymann
Jacksonville, FL
John Murphy
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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