# Davidson Capital Management, Inc

> Davidson Capital Management, Inc is an SEC-registered investment advisory firm in Corpus Christi, TX, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 112232
- Filed as: DAVIDSON CAPITAL MANAGEMENT, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Corpus Christi, TX
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112232
- AdvisorCensus page: https://advisorcensus.com/firm/davidson-capital-management-inc-corpus-christi-tx-112232

## Quick answers

**How is Davidson Capital Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Davidson Capital Management, Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Davidson Capital Management, Inc located?**
Davidson Capital Management, Inc's principal office is in Corpus Christi, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Davidson Capital Management, Inc registered with the SEC or a state?**
Davidson Capital Management, Inc is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112232.

**How much does Davidson Capital Management, Inc manage?**
Davidson Capital Management, Inc reports $630,302,467 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have Davidson Capital Management, Inc's assets and staff changed since 2021?**
In the Form ADV data for Davidson Capital Management, Inc: Regulatory assets under management: $381,367,233 in the October 2021 data and $630,302,467 in the October 2026 data, up 65%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Davidson Capital Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (239); high net worth individuals (178); other (12).

**Which custodians does Davidson Capital Management, Inc use?**
Davidson Capital Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Davidson Capital Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112232

**What changed in Davidson Capital Management, Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $567,908,265 to $630,302,467 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $630,302,467
- Discretionary: $630,302,467
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 239 | $110,731,105 |
| High net worth individuals | 178 | $405,422,278 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $59,163,720 |
| Charitable organizations | Fewer than 5 | $9,961,285 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,836,025 |
| Other | 12 | $42,188,054 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2001 (25 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- davidsoncap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $381,367,233 | 4 | March 31, 2021 |
| October 2022 | $436,132,391 | 4 | March 28, 2022 |
| October 2023 | $401,186,307 | 4 | March 20, 2023 |
| October 2024 | $503,131,479 | 4 | March 25, 2024 |
| October 2025 | $567,908,265 | 7 | April 6, 2025 |
| October 2026 | $630,302,467 | 6 | April 14, 2026 |

Regulatory assets under management: $381,367,233 in the October 2021 data and $630,302,467 in the October 2026 data, up 65%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $567,908,265 to $630,302,467 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davidson Capital Management, Inc (CRD 112232): Form ADV filing data as of October 2026.