About Us

Trusted by Texas families since 1989

An independent, fee-only fiduciary firm providing in-house investment management to individuals, families, businesses, and endowments across Texas and beyond.

Years in Business
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Years of Combined Experience
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In-House Investment Management
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Comissions or Product Sales
$ 99
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Serving clients in Texas and Nationwide

A direct relationship, not a sales pitch

We take time to understand your goals, your concerns, and the life you are planning for. You work directly with the team making the decisions, with a clear view of your portfolio along the way.

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Preparing for Retirement

Approaching retirement, or starting the transition to living on what you have saved? We work with people navigating this shift, thinking through income, timing, and how your portfolio supports the years ahead.

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Hardworking Investors

Built your assets through years of hard work and want them managed with the same discipline? We work with investors who value transparency, accountability, and a team that handles the investment decisions in-house.

Families Planning Ahead

Thinking beyond your own lifetime? We work with families who want long-term stewardship and a clear plan for passing on what they have built, with transparent, fee-only guidance across generations to come.

Our Story

In 1989, our founder built a firm that put investors first.

John E. Davidson had watched investors pushed toward high-commission products with little real education to guide them. He believed people deserved more: accountability, transparency, and a direct relationship with the team managing their money. He built Davidson Capital Management on those principles, and they still guide every decision we make today.

fee-only fiduciary

Active, in-house management for
the next chapter of your life.

How We Invest

Built around your goals

1

Active investment management

Day to day decisions handled directly by our in-house team.

2

Objective security selections

Each security chosen through a proven proprietary screening process with client’s goals in mind.

3

A disciplined investment philosophy

A consistent, long-term approach through changing markets.

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