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Hyman Charles David (Jacksonville Beach)


Hyman Charles David is a large advisory firm based in Jacksonville Beach. It manages $175 million of regulatory assets for 331 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Hyman Charles David provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hyman Charles David: assets under management

The assets under management (AUM) of Hyman Charles David is $175 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $175 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $528.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hyman Charles David for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville Beach

The principal office where Hyman Charles David performs its advisory services is located at 4300 Marsh Landing Blvd, Jacksonville Beach, FL 32250, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-543-0360 or by fax 904-543-0390. The normal business hours are 8:30-5:00 on Monday - Friday.


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