DAVIDSON CAPITAL MANAGEMENT, INC

5350 South Staples, Suite 434
Corpus Christi, Texas 78411
Tel: 361-906-0070

About DAVIDSON CAPITAL MANAGEMENT, INC

DAVIDSON CAPITAL MANAGEMENT, INC, formally registered with the SEC as DAVIDSON CAPITAL MANAGEMENT, INC. The firm was established in 08/29/2001. They have over 2 offices throughout the country.

DAVIDSON CAPITAL MANAGEMENT, INC is a Corpus Christi, Texas based Financial Planning firm with nearly $503,131,479 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112232
SEC#	801-60519
Assets Managed by Firm	$503,131,479
No. of Clients	846
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	846	$503,131,479
Individuals (other than high net worth individuals)	242	$101,869,654
High net worth individuals	152	$306,021,839
Pension and profit sharing plans	20	$85,312,573
Charitable organizations	Fewer than 5 clients	$7,684,126
Corporations or other businesses	Fewer than 5 clients	$2,243,287

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