Davidson Capital Management, Inc.
- Regulatory AUM
- $630M
- Discretionary
- $630M
- Clients
- 435
- Avg AUM / client
- $1.4M
- Accounts
- 907
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 239 | $111M | 17.6% |
| High net worth individuals | 178 | $405M | 64.3% |
| Pension and profit sharing plans | 6 | $59.2M | 9.39% |
| Charitable organizations | 0 | $10.0M | 1.58% |
| Corporations and other businesses | 0 | $2.8M | 0.45% |
| Other | 12 | $42.2M | 6.69% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| City Credit Union Defined Benefit Plan City Credit Union | 2024 | |
| Southwest Airlines Federal Credit Union 401(k) Plan Southwest Airlines Federal Credit Union | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Jeffrey Davidson | President/Chief Compliance Officer | Oct 1992 (34y) | 50% – 75% | |
| John Kyle Davidson | Senior Vice President | Oct 2005 (21y) | 50% – 75% | |
| John Edward Davidson | Registered representative | Jan 2003 (24y) | ||
| Joe Carroll Rust | Registered representative | Jul 2017 (9y) | ||
| Louis Pierce May | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| City Credit Union Defined Benefit Plan | City Credit Union | 100 | $13.4M | 01/01/2024 |
| Southwest Airlines Federal Credit Union 401(k) Plan | Southwest Airlines Federal Credit Union | 111 | $10.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $539M (86% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗