Corpus Christi, TX 5656 South Staples Office

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.