DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Davidson Capital Management, Inc
Legal name Davidson Capital Management, Inc.
Latest filing Apr 14, 2026
First filing on the tape Mar 23, 2012 · 21 filings
SEC status approved since Aug 29, 2001
RAUM
$630M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$516M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$630M as of Apr 14, 2026
Mar 23, 2012$105M then
HNW client RAUM$405M as of Apr 14, 2026
Feb 28, 2018$119M then
State-registered IARs (5.B.3)4 as of Apr 14, 2026
Mar 20, 20133 then
Employees (5.A)6 as of Apr 14, 2026
Mar 20, 20133 then
Private funds: no history
RAUM +11% over the last fiscal year+16% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $694,931derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.7%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$405M69%
- Individuals$111M19%
- Pension and profit-sharing plans$59.2M10%
- Charitable organizations$10.0M1.7%
- Corporations and businesses$2.8M0.5%
- Individual clients
- 239reported
- HNW clients
- 178reported
- Pension plan clients
- 6reported
- Charitable clients
- 0reported
- Accounts
- 907reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| William Jeffrey Davidson | Corpus Christi, Tx | Jan 2, 2003 | 33 y | 0 |
| John Edward Davidson | Corpus Christi, Tx | Jan 6, 2003 | 36 y | 0 |
| John Kyle Davidson | San Antonio, Tx | Jan 10, 2006 | 28 y | 0 |
| Joe Carroll Rust | San Antonio, Tx | Jul 11, 2017 | 30 y | 1 |
| Louis Pierce May | Corpus Christi, Tx | Apr 3, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Joe Carroll Rust from Dominion Portfolio Management, Inc.Jul 11, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kyle John Davidson · Senior Vice Presidentcontrolsince 10/2005 · owns 50% to 75%
- Jeffrey William Davidson · President/Chief Compliance Officercontrolsince 10/1992 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Corpus Christi, Tx · principal | 3 | 0 | 0 | ||
| San Antonio, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- San Antonio, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 871 to 907Aug 11, 2025 to Mar 26, 2026
- HNW clients · 173 to 178Aug 11, 2025 to Mar 26, 2026
- Individual clients · 233 to 239Aug 11, 2025 to Mar 26, 2026
- Employees · 7 to 6Aug 11, 2025 to Mar 26, 2026
- Discretionary RAUM · $568M to $630MAug 11, 2025 to Mar 26, 2026
- HNW RAUM · $362M to $405MAug 11, 2025 to Mar 26, 2026
- Individual RAUM · $102M to $111MAug 11, 2025 to Mar 26, 2026
- Pension RAUM · $55.8M to $59.2MAug 11, 2025 to Mar 26, 2026
- RAUM · $568M to $630MAug 11, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Apr 6, 2025 to Aug 11, 2025
- Accounts · 846 to 871Mar 25, 2024 to Apr 6, 2025
- Advisory employees · 3 to 4Mar 25, 2024 to Apr 6, 2025
- HNW clients · 152 to 173Mar 25, 2024 to Apr 6, 2025
- Individual clients · 242 to 233Mar 25, 2024 to Apr 6, 2025
- Pension plan clients · 20 to 6Mar 25, 2024 to Apr 6, 2025
- Employees · 4 to 7Mar 25, 2024 to Apr 6, 2025
- State-registered IARs · 3 to 4Mar 25, 2024 to Apr 6, 2025
- Discretionary RAUM · $503M to $568MMar 25, 2024 to Apr 6, 2025
- HNW RAUM · $306M to $362MMar 25, 2024 to Apr 6, 2025
- Individual RAUM · $102M to $102MMar 25, 2024 to Apr 6, 2025
- Pension RAUM · $85.3M to $55.8MMar 25, 2024 to Apr 6, 2025
- RAUM · $503M to $568MMar 25, 2024 to Apr 6, 2025
- Accounts · 811 to 846Mar 20, 2023 to Mar 25, 2024
- HNW clients · 126 to 152Mar 20, 2023 to Mar 25, 2024
- Individual clients · 253 to 242Mar 20, 2023 to Mar 25, 2024
- Pension plan clients · 15 to 20Mar 20, 2023 to Mar 25, 2024
- Discretionary RAUM · $401M to $503MMar 20, 2023 to Mar 25, 2024
- HNW RAUM · $243M to $306MMar 20, 2023 to Mar 25, 2024
- Individual RAUM · $113M to $102MMar 20, 2023 to Mar 25, 2024
- Pension RAUM · $36.1M to $85.3MMar 20, 2023 to Mar 25, 2024
- RAUM · $401M to $503MMar 20, 2023 to Mar 25, 2024
- Accounts · 777 to 811Mar 28, 2022 to Mar 20, 2023
- HNW clients · 175 to 126Mar 28, 2022 to Mar 20, 2023
- Individual clients · 189 to 253Mar 28, 2022 to Mar 20, 2023
- Pension plan clients · 13 to 15Mar 28, 2022 to Mar 20, 2023
- Discretionary RAUM · $436M to $401MMar 28, 2022 to Mar 20, 2023
- HNW RAUM · $314M to $243MMar 28, 2022 to Mar 20, 2023
- Individual RAUM · $70.7M to $113MMar 28, 2022 to Mar 20, 2023
- Pension RAUM · $41.8M to $36.1MMar 28, 2022 to Mar 20, 2023
- RAUM · $436M to $401MMar 28, 2022 to Mar 20, 2023
Signals
1 dated events
- Davidson Capital Management, Inc reported RAUM $503.1M, up 25% from $401.2M (2023-03-20 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 800-275-2162reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 210-418-1989reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 361-906-0070reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- DAVIDSONCAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 361-906-0070reportedpublic record, Form ADV, Apr 14, 2026
- Contact form
- davidsoncap.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- davidsoncap.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026