Davidson Capital Management, Inc
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
FINTRXOverview
Davidson Capital Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC registered (initial registration recorded in 2001) and operates on a percentage-of-AUM fee model. Its client base includes both individuals and families as well as institutional and business clients, and its advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Contacts
3 of 5
William Davidson
President & Portfolio ManagerCRD 4406705
John Davidson
Senior Vice PresidentCRD 3087294
John Davidson
OwnerCRD 2789891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$299M in ETFs
100%
$299M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $104M | 1,326,447 | 34.70% |
Location
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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