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William Jeffrey Davidson

DAVIDSON CAPITAL MANAGEMENT, INC.·CORPUS CHRISTI, Texas
Series 65Clean record23 years registeredDAVIDSON CAPITAL MANAGEMENT, INC.
5350 SOUTH STAPLES, SUITE 434, CORPUS CHRISTI, TX 78411CRD# 4406705Firm CRD# 112232

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jeffrey Davidson · CORPUS CHRISTI, TX
Registration
CRD #4406705 · DAVIDSON CAPITAL MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

DAVIDSON CAPITAL MANAGEMENT, INC
Jan 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 2, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIDSON CAPITAL MANAGEMENT, INC.
CRD 112232 · SEC 801-60519
AUM
$503M
Regulatory assets under management
Employees
4
846 client accounts
Services offered by DAVIDSON CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DAVIDSON CAPITAL MANAGEMENT, INC. →
Introduction

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05

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 at DAVIDSON CAPITAL MANAGEMENT, INC.

John Edward Davidson
CORPUS CHRISTI, TX
John Kyle Davidson
CORPUS CHRISTI, TX

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