Davidson Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$516,153,383
Clients
417
Advisors
5
across 3 offices
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
Expertise
Occupation focus
Fee options
$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)
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
See office5350 South Staples, Suite 434
Corpus Christi TX 78411
Advisors at this office
2
Offices (3)
Most active in
Texas
Also doing business as
Davidson Capital Management, Inc · Davidson Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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