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⚲
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| Davidson Capital Management Inc
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|
|---|---|
| CRD # | 112232 |
| SEC # | 801-60519 |
| CIK # | 0001808748 |
| AUM | $630.3 M (2026-04-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 361-906-0070 |
| Address | 5350 South Staples, Suite 434 Corpus Christi, TX 78411 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GS Acquisition Holdings Corp | 6.9 | ||
| Comfort Systems USA Inc | 6.7 | ||
| GE Vernova Inc | 6.5 | ||
| United Therapeutics Corp | 6.4 | ||
| Quanta Services Inc | 6.3 | ||
| Ensign Group Inc | 6.0 | ||
| CBOE Holdings Inc | 5.9 | ||
| Monolithic Power Systems Inc | 5.9 | ||
| CME Group Inc | 5.8 | ||
| Agnico Eagle Mines Ltd | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 110.7 |
| (b) Individuals (high net worth individuals) | 178 | 405.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 59.2 |
| (h) Charitable organizations | 0 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 12 | 42.2 |
| Total | 907 | 630.3 |
| By Discretionary | ||
| Discretionary | 907 | 630.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 907 | 630.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 628.3 | |
| Total | 907 | 630.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001808748] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LSY Inc
✚
|
CA | 0.6 |
|
Stuart Investment Advisors Inc
✚
|
TX | 0.6 |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.6 |
|
Cordatus Wealth Management LLC
✚
|
PA | 0.6 |
|
Rosel Wealth Management LLC
✚
|
CO | 0.6 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.6 |
|
GEM Asset Management LLC
✚
|
MI | 0.6 |
|
Meridian Investment Advisors Inc
✚
|
IN | 0.6 |
|
Capshift Advisors LLC
✚
|
MA | 0.6 |
|
Findec Wealth Services Inc
✚
|
CA | 0.6 |