Davidson Capital Management, Inc

RIASEC RegisteredEst. 2001
Total AUM
$630M
Discretionary
$630M
100% of AUM
Avg account
$695K
Accounts
907
Employees
6
Advisory reps
5

Firm details

Headquarters
Corpus Christi, Texas
CRD number
112232
Registered since
August 29, 2001
Website
davidsoncap.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI64.32%
  • Individuals17.57%
  • Pension & Profit Sharing Plans9.39%
  • Other6.69%
  • Charitable Organizations1.58%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davidson Capital Management, Inc. is an independent, SEC-registered investment adviser that has operated since 2001. Ownership is individual rather than institutional, and the firm charges fees based on a percentage of assets under management. Its stated advisory activities focus on discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. The firm does not present itself as a capital allocator or a multi-state adviser and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 10%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Contacts

3 of 5
  • William Davidson

    William Davidson

    President & Portfolio ManagerCRD 4406705

  • Louis May

    Investment AdviserCRD 8056484

  • John Davidson

    John Davidson

    OwnerCRD 2789891

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$315M in ETFs

Passive

100%

$315M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$109M1,313,31734.41%
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Location

Primary office

Corpus Christi, TX

Nueces

Location

Corpus Christi, TX

Headquartered in Corpus Christi, TX, anchoring the Corpus Christi-Kingsville-Alice, TX metro in the South.

Metro area
Corpus Christi-Kingsville-Alice, TX
Region
South
County
Nueces
Address
5350 S Staples St
Time zone
CT (UTC-6)
Office locations

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