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William Jeffrey Davidson

Davidson Capital Management, Inc

Corpus Christi, TX

CRD 4406705

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Employer firm

Davidson Capital Management, Inc CRD 112232

$630M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Davidson Capital Management, Inc

5350 South Staples, Suite 434, Corpus Christi, TX 78411 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2003-01-02
  • TX RA
    APPROVED
    Since 2003-01-02

Branch Locations

5350 South Staples, Suite 434, Corpus Christi, TX 78411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davidson Capital Management Corpus Christi TX 10/1992 12/2016
Davidson Capital Management Corpus Christi TX 12/2016 Present
  • 10/1992 → 12/2016
    Davidson Capital Management
    Corpus Christi, TX
  • 12/2016 → Present
    Davidson Capital Management
    Corpus Christi, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-05
  • S65 Uniform Investment Adviser Law Examination
    2000-07-05

View on SEC IAPD

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