Davidson Capital Management, Inc logo

Davidson Capital Management, Inc

Updated today

Client assets under management

$516,153,383

Clients

417

43% high-net-worth

Advisors

4

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

104

Very High

Average account size

$1,237,778

About

Davidson Capital Management serves individuals (including high-net-worth clients), charitable organizations, corporations, and defined-contribution plans, delivering fee-only investment management through Individually Managed Accounts, Asset Builder Accounts, and 401(k) Retirement Plan Advisory Services. As of December 31, 2025, the firm reported discretionary assets under management of $630,302,467 across 907 accounts.

The firm follows a long-term, quality‑oriented investment approach that blends common stocks, exchange-traded funds, government and investment‑grade corporate bonds, Texas municipal bonds, and no‑load mutual funds, adjusting allocations when valuation or risk signals change. Equity selections are driven by a proprietary screening and grid‑ranking system, mutual funds are chosen via proprietary screens, and the firm provides risk‑based allocation models and continuous monitoring for both individual portfolios and 401(k) participants.

What distinguishes the firm from many peers is its focus on investment management and ERISA fiduciary retirement‑plan advisory rather than providing comprehensive financial planning, an uncommon omission for team firms. It also offers participant‑level 401(k) management and proprietary mutual fund selection for plans, and engages in public investor education through an archived radio program, reflecting a combined emphasis on plan services and outreach that is atypical for firms of similar size.

Client services

Portfolio management

Expertise

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

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.70% $6,000,001+: 0.60% $0 - $3,000,000: 0.50% annually (401(k) Plan Advisory Services) $3,000,001 - $5,000,000: 0.20% $5,000,001 - $10,000,000: 0.15% $10,000,001+: Negotiable (401(k) Plan Advisory Services)

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual management fee for 401(k) Retirement Plan Advisory Services Fee-only: Investment management fees charged; no commissions received by the firm

Main office location

Davidson Capital Management, Inc

5350 South Staples, Suite 434

Corpus Christi TX 78411, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

Joe R

Series 63, Series 65

San Antonio, TX

Davidson Capital Management, Inc

Joe Rust is a financial advisor at Davidson Capital Management, Inc. in San Antonio, TX, with 29 years of industry experience. He has held positions at Davidson Capital Management since 2017 and previously worked at Dominion Investor Services, Inc. from 2007 to 2017. Outside of his advisory role, Rust is vice president and part owner of Alamo City Angels, LLC, a bartending and promotions business, and serves on the investment committee for St Andrews United Methodist Church’s brokerage and legacy funds in a volunteer capacity. 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 and offers 401(k) advisory services, focusing on high-net-worth and institutional clients.

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

John D

Series 63, Series 65

San Antonio, TX

Davidson Capital Management, Inc

John Davidson is a financial advisor at Davidson Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davidson Capital Management since 2005. 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 and offers 401(k) advisory services at both plan and participant levels.

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

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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