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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 Oct 1, 2026
Regulatory AUM
$630.3M
Above cohort median (national)
Discretionary AUM
$630.3M
Clients
423
907 accounts
Employees
6
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 435 | 423 | decreased by12 |
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 426 | 435 | increased by9 |
| Apr 1, 2026 | AUM | $567,908,265 | $630,302,467 | increased by$62,394,202 |
| Apr 1, 2026 | Accounts | 871 | 907 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 377 | 426 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $436,132,391 | $567,908,265 | increased by$131,775,874 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 777 | 871 | increased by94 |
| Apr 1, 2022 | Clients | 355 | 377 | increased by22 |
| Apr 1, 2022 | AUM | $381,367,233 | $436,132,391 | increased by$54,765,158 |
| Apr 1, 2022 | Accounts | 717 | 777 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAVIDSON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAVIDSON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.