Investment adviser · CRD 118725
DAVIDSON CAPITAL
Investment adviser filing (IA)
DAVIDSON CAPITAL CORPORATION
DAVIDSON, NC, United States · Form ADV filed Apr 6, 2018
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 451 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $137,966,589 | 69.9% |
| Retirement plans | 6 | $34,261,731 | 17.4% |
| Individuals | 50 | $19,018,638 | 9.6% |
| Charities | Fewer than 5 | $6,054,262 | 3.1% |
Filing source
Form ADV 1207314 · Apr 6, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 6, 2018. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
705 GRIFFITH STREET, SUITE 301DAVIDSON, NC, 28036, United States
CRD 118725
Filing source
Form ADV 1207314 · Apr 6, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.