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William Jeffrey Davidson

DAVIDSON CAPITAL MANAGEMENT, INC.·CORPUS CHRISTI, Texas
Unclaimed Profile
5350 SOUTH STAPLES, SUITE 434, CORPUS CHRISTI, TX 78411CRD# 4406705Firm CRD# 112232
01

About

William Jeffrey Davidson is a registered financial advisor based in CORPUS CHRISTI, Texas, affiliated with DAVIDSON CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DAVIDSON CAPITAL MANAGEMENT, INC.
DAVIDSON CAPITAL MANAGEMENT, INC
AUM
$503M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DAVIDSON CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4406705
Firm CRD# 112232
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Jeffrey Davidson offer?
William Jeffrey Davidson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORPUS CHRISTI, Texas for a consultation.
What are William Jeffrey Davidson's credentials?
William Jeffrey Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jeffrey Davidson located?
William Jeffrey Davidson is based in CORPUS CHRISTI, Texas, working with DAVIDSON CAPITAL MANAGEMENT, INC.. Their office serves clients in the CORPUS CHRISTI metropolitan area and surrounding communities.
How does William Jeffrey Davidson charge for services?
William Jeffrey Davidson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIDSON CAPITAL MANAGEMENT, INC.?
DAVIDSON CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CORPUS CHRISTI
Phillip Michael Plant — HERNDON PLANT OAKLEY LTDDavid James Downey — HERNDON PLANT OAKLEY LTDRoger Earl King — OXBOW ADVISORS, LLCPat Henry Swanson — OXBOW ADVISORS, LLCRussell Brent Herndon — HERNDON PLANT OAKLEY LTD
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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