Davidson Capital Management, Inc logo

Davidson Capital Management, Inc

Updated today

Client assets under management

$516,153,383

Clients

417

43% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

104

High

Average account size

$1,237,778

About

Davidson Capital Management provides fee‑only investment management to individuals (including high‑net‑worth clients), charitable organizations, corporations, and defined‑contribution retirement plans through Individually Managed Accounts, an Asset Builder program, and 401(k) Retirement Plan Advisory Services. As of December 31, 2025 the firm reported $630,302,467 in discretionary assets under management across 907 accounts.

The firm follows a long‑term, quality‑oriented investment approach for equities and uses proprietary screening and a grid‑ranking system to construct portfolios, while fixed‑income strategies emphasize high‑quality core holdings with maturities generally in the 1–7 year range. Advisors continuously monitor asset‑class returns and risk factors and consult with clients on risk tolerance, time horizon, and liquidity; the firm offers both plan‑level and participant‑level 401(k) management and a proprietary method for selecting mutual funds.

Distinctive features include a relatively compact advisory team managing several hundred million in discretionary assets and the integration of participant‑level 401(k) management—an offering less common among peers of similar size. Multiple firm advisors regularly participate in a public radio program with archived episodes on the firm website, the team recently added a junior advisor involved in strategy development, and one advisor maintains a small part‑time ownership in a local non‑financial business.

Client services

Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001 - $6,000,000: 0.70% annually $6,000,001+: 0.60% annually

Other

Account minimum: $500,000 Minimum fee: $5,000 annually for 401(k) Retirement Plan Advisory Services Fee-only: Investment management fees payable quarterly in advance or in arrears; no commissions received by DCM.

Main office location

Davidson Capital Management, Inc

5350 South Staples, Suite 434

Corpus Christi TX 78411, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William D

Series 65

Corpus Christi, TX

Davidson Capital Management, Inc

William Davidson is a financial advisor with Davidson Capital Management, Inc., holding a Series 65 designation and 23 years of industry experience. He has been with Davidson Capital Management since 1992, contributing to the firm for over three decades. 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 tailored to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
user avatar

Louis M

Series 65

Corpus Christi, TX

Davidson Capital Management, Inc

Louis May is a Series 65-licensed financial advisor with Davidson Capital Management, Inc. in Corpus Christi, TX. He has been with the firm since 2023 and previously worked at Texas A&M University College Station and Alamo Heights ISD. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for about 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach using proprietary equity screens and a core-plus fixed income strategy, tailoring portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")