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William D

Series 65

Corpus Christi, TX

Davidson Capital Management, Inc

William Davidson is a financial advisor with Davidson Capital Management, Inc., holding a Series 65 designation and 23 years of industry experience. He has been with Davidson Capital Management since 1992, contributing to the firm for over three decades. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services tailored to clients’ risk tolerance, time horizon, and liquidity needs.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
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Louis M

Series 65

Corpus Christi, TX

Davidson Capital Management, Inc

Louis May is a Series 65-licensed financial advisor with Davidson Capital Management, Inc. in Corpus Christi, TX. He has been with the firm since 2023 and previously worked at Texas A&M University College Station and Alamo Heights ISD. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for about 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach using proprietary equity screens and a core-plus fixed income strategy, tailoring portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
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