Becoming a Client of Davidson Capital Management

Becoming a client starts with a conversation either over the phone or at one of our two locations, Corpus Christi or San Antonio, Texas. We will discuss your financial goals and current financial situation to determine if our firm is the right fit for your needs and objectives.

At Davidson Capital Management we provide in-house, fee-only investment management to individuals, families, businesses, and endowments across the state of Texas and beyond. Above all, our team of professionals is dedicated to educating new 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 of our new client’s stories and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our new clients transparency and reliability via sophisticated portfolio access and strategy input.

We understand that our clients’ needs and aspirations evolve. We evolve with them. Every plan is structured at the root of a client’s priorities and customized toward their individual goals while remaining flexible enough to grow with the client.

If you are interested in becoming a client, your first step is selecting a location (Corpus Christi or San Antonio) where a phone call or in-person meeting would best suit your time and schedule. Once you have done so, please contact us to schedule your complimentary discovery meeting. We look forward to learning more about you!

We provide Investment Management throughout Texas and beyond.

Corpus Christi

Our office is headquartered in Corpus Christi where we have been providing comprehensive investment management services since 1989.

San Antonio

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.

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.