Fee-Only Investment Management
Family Owned and Operated since 1989
Serving the state of Texas and beyond with Offices in Corpus Christi and San Antonio
At Davidson Capital Management we provide in-house, fee-only investment management to individuals, families, businesses, and endowments in the state of Texas and beyond. Above all, our team of professionals is dedicated to educating clients and offering transparent, goals-based, hands-on portfolio management.
Mutual respect is the foundation of our advisory relationship and the springboard for adding value, not just to our clients’ portfolios, but to their lives. We appreciate each client’s story and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our clients direct access to their investment management team and create transparency via sophisticated portfolio reporting.
Transparent, In-House Investment Management
We understand that our clients’ needs and aspirations evolve. We evolve with them. Every portfolio we structure is rooted in each individual client’s priorities and customized toward their unique goals while remaining flexible enough to evolve over time.
We offer financial services in two locations in Texas
Our office is headquartered in Corpus Christi where we have been providing comprehensive investment management services since 1989.
We recently opened our second location in San Antonio, TX where partner and investment advisor, Kyle Davidson provides fee-only investment management to individuals, families, businesses and endowments.
“Opportunity is missed by most people because it is dressed in overalls and looks like work.”
— Thomas Edison
THERE'S NO TIME LIKE THE PRESENT
It's never too late to get a second opinion
We offer a second opinion of your current investment portfolio, call to learn more about your investment management needs, and our firm to see if our services are right for you.