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 a privately owned corporate advisory firm that has been SEC-registered since 2001. It manages portfolios for both individuals/families and institutional clients, charging fees based on a percentage of assets under management. The firm’s advisory services are centered on portfolio management for individuals, small businesses and for businesses or institutions. Filings indicate it is not identified as a capital allocator, does not report being an active ESG investor, and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5WILLIAM DAVIDSON
President & Portfolio ManagerCRD 4406705
Louis May
Investment AdviserCRD 8056484
JOHN DAVIDSON
OwnerCRD 2789891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$288M in ETFs
100%
$288M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $107M | 1,292,103 | 37.10% |
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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