Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > corpus christi > DAVIDSON CAPITAL MANAGEMENT, INC
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 |
More Retirement Planning firms in Corpus Christi, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Corpus Christi, Texas