DAVIDSON CAPITAL MANAGEMENT, INC

Legal name: DAVIDSON CAPITAL MANAGEMENT, INC.

CRD 112232File 801-60519

APPROVED

Retail clients

Filing as of Apr 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$630.3M

Above cohort median (national)

Discretionary AUM

$630.3M

Clients

423

907 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Aug 29, 2001
Principal office: 5350 SOUTH STAPLES, SUITE 434, CORPUS CHRISTI, TX, 78411
Phone: 361-906-0070
Website: HTTP://WWW.DAVIDSONCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $630.3M
Discretionary AUM: $630.3M
Non-discretionary AUM: $0
Discretionary accounts: 907
Non-discretionary accounts: 0
Total accounts: 907
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
Charitable organizations	Fewer than 5	$10.0M
High net worth individuals	178	$405.4M
Pension and profit sharing plans	6	$59.2M
Individuals (other than high net worth individuals)	239	$110.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	435	423
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.