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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DAVIDSON CAPITAL MANAGEMENT, INC

DAVIDSON CAPITAL MANAGEMENT, INC., CRD 112232

CORPUS CHRISTI, TX

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:d294f7f0-6701-cc56-1342-2c7e4d65cecd

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2012 to Apr 14, 2026
21 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: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $630MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $630M
Private client RAUM: $516MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 907
Individual clients: 239
High net worth clients: 178
SEC number: 801-60519
CIK: 1808748
CRD: 112232
Filings on the tape: 21
First filed: Mar 23, 2012
Latest filed: Apr 14, 2026
Organised: Corporation, TX
Website: davidsoncap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM JEFFREY DAVIDSON	n/a	CORPUS CHRISTI, TX	23	33	n/a	no
JOHN EDWARD DAVIDSON	n/a	CORPUS CHRISTI, TX	23	36	n/a	no
JOHN KYLE DAVIDSON	n/a	SAN ANTONIO, TX	20	28	n/a	no
JOE CARROLL RUST	n/a	SAN ANTONIO, TX	9	30	1	no
Louis Pierce May	n/a	CORPUS CHRISTI, TX	1	11	n/a	no

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
DAVIDSON, JOHN, KYLE	SENIOR VICE PRESIDENT	D	yes	10/2005	Mar 23, 2012	Mar 25, 2024
DAVIDSON, WILLIAM, JEFFREY	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	10/1992	Mar 23, 2012	Mar 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN ANTONIO	TX	United States	2	no

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$630M	$630M	6	4	1	n/a	n/a
2024	Apr 6, 2025	$568M	$568M	7	4	1	n/a	n/a
2023	Mar 25, 2024	$503M	$503M	4	3	1	n/a	n/a
2022	Mar 20, 2023	$401M	$401M	4	3	1	n/a	n/a
2021	Mar 28, 2022	$436M	$436M	4	3	1	n/a	n/a
2020	Mar 31, 2021	$381M	$381M	4	3	1	n/a	n/a
2019	Mar 30, 2020	$291M	$291M	4	3	1	n/a	n/a
2018	Mar 29, 2019	$240M	$240M	4	3	0	n/a	n/a
2017	Feb 28, 2018	$234M	$234M	4	3	0	n/a	n/a
2016	Apr 1, 2017	$194M	$193M	3	3	n/a	n/a	n/a
2015	Mar 14, 2016	$186M	$186M	3	3	n/a	n/a	n/a
2014	Mar 26, 2015	$181M	$181M	3	3	n/a	n/a	n/a
2013	Mar 18, 2014	$167M	$167M	3	3	n/a	n/a	n/a
2012	Mar 20, 2013	$121M	$121M	3	3	n/a	n/a	n/a
2011	Mar 23, 2012	$105M	$105M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$630M	$568M	11.0%	$401M	16.3%	6	7	1	1

Relationships

Registered with (5)

← Louis Pierce MayAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← JOE CARROLL RUSTAdvisorregistration: current employment
Jul 11, 2017 to presentfactForm ADV
← JOHN KYLE DAVIDSONAdvisorregistration: current employment
Jan 10, 2006 to presentfactForm ADV
← JOHN EDWARD DAVIDSONAdvisorregistration: current employment
Jan 6, 2003 to presentfactForm ADV
← WILLIAM JEFFREY DAVIDSONAdvisorregistration: current employment
Jan 2, 2003 to presentfactForm ADV

Controls (2)

← DAVIDSON, JOHN, KYLEOwnerSENIOR VICE PRESIDENT, ownership code D, individual
Mar 23, 2012 to Mar 25, 2024factForm ADV
← DAVIDSON, WILLIAM, JEFFREYOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 23, 2012 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Regulatory AUM changed
Davidson Capital Management, Inc reported RAUM $503.1M, up 25% from $401.2M (2023-03-20 to 2024-03-25)
Form ADVobserved 5 days ago
$102M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d294f7f0-6701-cc56-1342-2c7e4d65cecd
First observed: Mar 23, 2012
Last observed: Apr 14, 2026 5 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 MANAGEMENT, INC

DAVIDSON CAPITAL MANAGEMENT, INC., CRD 112232

CORPUS CHRISTI, TX

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:d294f7f0-6701-cc56-1342-2c7e4d65cecd

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM JEFFREY DAVIDSON

n/a

CORPUS CHRISTI, TX

n/a

JOHN EDWARD DAVIDSON

n/a

CORPUS CHRISTI, TX

n/a

JOHN KYLE DAVIDSON

n/a

SAN ANTONIO, TX

n/a

JOE CARROLL RUST

n/a

SAN ANTONIO, TX

Louis Pierce May

n/a

CORPUS CHRISTI, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSON, JOHN, KYLE

SENIOR VICE PRESIDENT

yes

10/2005

Mar 23, 2012

Mar 25, 2024

DAVIDSON, WILLIAM, JEFFREY

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

10/1992

Mar 23, 2012

Mar 25, 2024

City

State

Country

Employees

Also broker-dealer

SAN ANTONIO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$630M

n/a

2024

Apr 6, 2025

$568M

n/a

2023

Mar 25, 2024

$503M

n/a

2022

Mar 20, 2023

$401M

n/a

2021

Mar 28, 2022

$436M

n/a

2020

Mar 31, 2021

$381M

n/a

2019

Mar 30, 2020

$291M

n/a

2018

Mar 29, 2019

$240M

n/a

2017

Feb 28, 2018

$234M

n/a

2016

Apr 1, 2017

$194M

$193M

n/a

2015

Mar 14, 2016

$186M

n/a

2014

Mar 26, 2015

$181M

n/a

2013

Mar 18, 2014

$167M

n/a

2012

Mar 20, 2013

$121M

n/a

2011

Mar 23, 2012

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$630M

$568M

11.0%

$401M

16.3%