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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- ValueFusion +more
- Established Date
- 08-29-2001
- Office Locations
- 3
Office Locations
About Davidson Capital Management, INC
Davidson Capital Management is a family-owned, fee-only, SEC-registered RIA (founded 1989) that provides transparent, in-house investment management—without selling financial products or insurance—to individuals, families, and institutions such as foundations, endowments, pensions, and 401(k) plans. Portfolios are actively managed and often ETF- and government-bond oriented, with assets held at third-party custodians (e.g., Schwab). The team also publishes a weekly “Money Wise” Wall Street recap.
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Owner & Executives
JOHN KYLE DAVIDSON
Chief Investment Officer, SENIOR VICE PRESIDENT
- CRD
- #3087294
- Ownership
- 50% but less than 75%
WILLIAM JEFFREY DAVIDSON
Chief Compliance Officer, President
- CRD
- #4406705
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN EDWARD DAVIDSON
--
- CRD
- #2789891
Louis Pierce May
--
- CRD
- #8056484
Beacon wave
Peak harbor
- CRD
- #46235
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $630,302,467 | $694,931 |
| Non-Discretionary | $0 | -- |
| Total | $630,302,467 | $694,931 |
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Separately Managed Accounts
Total SMA Asset: $630,302,467
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $317,647,030 | 33.7% |
| U.S. Government/Agency | $414,732,027 | 44.0% |
| Cash | $210,193,731 | 22.3% |
| Total | $942,572,788 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY QUANTUM FRONTIER | HARBOR CAPITAL | RJ92BMA3M | FGW | 10.73% | $66,555,004 |
| OPTIMA FOCUS | RADIAL PATHWAY | 871G58IS0 | DFS | 1.52% | $24,573,929 |
| OPTIMA FOUNDATION | MERIDIAN MERIDIAN | CXDMHFCT2 | GPOMN | 7.78% | $99,091,517 |
| CAPITAL PEAK CREST | OAK VECTOR | JGTTGU2GX | VDROW | 1.34% | $99,622,198 |
| MATRIX OAK | RIDGE SIGNAL | 0QGE4WJ8I | FIE | 1.12% | $50,581,088 |
| MOMENTUM ATLAS VITAL | RIDGE INSIGHT | 75KEWIBJF | LPD | 4.22% | $28,698,767 |
| RIDGE OAK PIONEER | UNISON LEGACY | 7WTB5GMTW | EBF | 10.93% | $3,364,981 |
| MOMENTUM SUMMIT | HARBOR DELTA | 75SFTPQYA | BUEVB | 8.78% | $102,867,141 |