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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

DAVIDSON CAPITAL

DAVIDSON CAPITAL CORPORATION, CRD 118725

DAVIDSON, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b6088b2-4465-3769-edd6-2877dafc0b16

Data as of Apr 6, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Apr 6, 2018
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $197MItem 5.F on the latest filing (2018-04-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $197M
Private client RAUM: $157MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 451
Individual clients: 50
High net worth clients: 60
Custody, client assets: $37.4M
SEC number: 801-62185
CRD: 118725
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Apr 6, 2018
Organised: Corporation, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DYL, STANLEY, PHILIP	PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	02/2000	Mar 29, 2012	Apr 6, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAVIDSON CAPITAL MANAGEMENT	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 16, 2018	$197M	$197M	4	2	0	n/a	n/a
2016	Mar 7, 2017	$168M	$168M	4	2	n/a	n/a	n/a
2015	Feb 23, 2016	$174M	$174M	3	3	n/a	n/a	n/a
2014	Mar 27, 2015	$168M	$168M	3	3	n/a	n/a	n/a
2013	Mar 4, 2014	$159M	$159M	3	3	n/a	n/a	n/a
2012	Mar 26, 2013	$148M	$148M	3	3	n/a	n/a	n/a
2011	Mar 29, 2012	$128M	$128M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$197M	$168M	17.7%	$168M	5.5%	4	4	0	n/a

Relationships

Controls (1)

← DYL, STANLEY, PHILIPOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV

Registered with (5)

← STUART HOWE HAWVERAdvisorregistration: previous registration
May 8, 2017 to Dec 31, 2018factForm ADV
← STANLEY DYLAdvisorregistration: previous registration
Feb 22, 2010 to Dec 20, 2018factForm ADV
← DANIEL JOSHUA TOBIASAdvisorregistration: previous registration
Feb 29, 2016 to Jun 27, 2018factForm ADV
← BENJAMIN TIMOTHY DOLANAdvisorregistration: previous registration
Jun 12, 2014 to Jun 29, 2015factForm ADV
← PHILLIP JOHN GUSSMANAdvisorregistration: previous registration
Feb 23, 2009 to Mar 26, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b6088b2-4465-3769-edd6-2877dafc0b16
First observed: Mar 29, 2012
Last observed: Apr 6, 2018 102 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVIDSON CAPITAL

DAVIDSON CAPITAL CORPORATION, CRD 118725

DAVIDSON, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b6088b2-4465-3769-edd6-2877dafc0b16

Data as of Apr 6, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DYL, STANLEY, PHILIP

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

02/2000

Mar 29, 2012

Apr 6, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVIDSON CAPITAL MANAGEMENT

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 16, 2018

$197M

n/a

2016

Mar 7, 2017

$168M

n/a

2015

Feb 23, 2016

$174M

n/a

2014

Mar 27, 2015

$168M

n/a

2013

Mar 4, 2014

$159M

n/a

2012

Mar 26, 2013

$148M

n/a

2011

Mar 29, 2012

$128M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$197M

$168M

17.7%

$168M

5.5%

n/a