William J. Davidson

DAVIDSON CAPITAL MANAGEMENT

CORPUS CHRISTI, TX 78411

Some features on this profile are disabled

CRD#: 4406705

Professional summary

William Jeffrey Davidson is a registered financial advisor currently at DAVIDSON CAPITAL MANAGEMENT, INC located in Corpus Christi, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Davidson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2003 - Present

DAVIDSON CAPITAL MANAGEMENT, INC

Office #1: 5350 South Staples, Suite 434, Corpus Christi, TX 78411

RIA

CRD#: 112232

CORPUS CHRISTI, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAVIDSON CAPITAL MANAGEMENT, INC

DAVIDSON CAPITAL MANAGEMENT, INC | DAVIDSON CAPITAL MANAGEMENT, INC.

CRD#: 112232 / SEC#: 801-60519

RIA

Registered Investment Advisory firm - (8/29/2001 Approved)

Texas

Registered Investment Advisory firm - (8/29/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/2/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/2000

Uniform Investment Adviser Law Examination

Current Firm

DAVIDSON CAPITAL MANAGEMENT, INC

DAVIDSON CAPITAL MANAGEMENT, INC | DAVIDSON CAPITAL MANAGEMENT, INC.

CRD#: 112232 / SEC#: 801-60519

RIA

Registered Investment Advisory firm - (8/29/2001 Approved)

Texas

Registered Investment Advisory firm - (8/29/2001 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5350 South Staples, Suite 434, Corpus Christi, TX 78411

Mailing Address

Phone number

(361) 906-0070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B AUGUST 11, 2025 (8/11/2025)

Regulatory assets under management

Total Number of Accounts	871
AUM (Assets Under Management)	$ 567,908,265

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Danielle Harmon

CLARK ASSET MANAGEMENT, LLC

IAR

SIMPSONVILLE, SC

Andreas Duemichen

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

NEW YORK, NY

Larry Frank

BETTER FINANCIAL EDUCATION

ROCKLIN, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIDSON CAPITAL MANAGEMENT, INC

Primary Firm SEC Registration

DAVIDSON CAPITAL MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2000

Current Firm

DAVIDSON CAPITAL MANAGEMENT, INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIDSON CAPITAL MANAGEMENT, INC

TRUST BUT VERIFY

Similar Advisors