San Antonio, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Davidson Capital Management, Inc
Team
Firm-wide stats for Davidson Capital Management, Inc
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.
Based on Davidson Capital Management, Inc
Expertise
Based on Davidson Capital Management, Inc
Location
9601 Us Hwy 281 N, Suite 1230
San Antonio TX 78216
Advisors at this office
2
Advisors at this office
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.
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.
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