CORPUS CHRISTI, TXCRD 112232Latest ADV April 14, 2026
Davidson Capital Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Corpus Christi, TX. Its latest Form ADV filing, dated April 14, 2026, reports $630M in regulatory assets under management, 6 employees, 1 office, and 907 accounts.
Assets Under Management
$630M
Employees
6
Offices
1 office
Total Clients
435
Primary office
CORPUS CHRISTI, TX
5350 SOUTH STAPLES, SUITE 434, CORPUS CHRISTI, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
239
2
HNWI
40.9%
178
3
401(K) PLANS
2.8%
12
4
Pension Plans
1.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$630Mas of April 14, 2026
Discretionary100.0%
$630M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$630M
Total Accounts907
10Y AUM Change+$437M (+225.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee73:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.