Overview
Assets Under Management: $197 million
Headquarters: DAVIDSON, NC
High-Net-Worth Clients: 60
Average Client Assets: $2.3 million
Frequently Asked Questions
DAVIDSON CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118725), DAVIDSON CAPITAL is subject to fiduciary duty under federal law.
DAVIDSON CAPITAL is headquartered in DAVIDSON, NC.
DAVIDSON CAPITAL serves 60 high-net-worth clients according to their SEC filing dated March 16, 2018. View client details ↓
According to their SEC Form ADV, DAVIDSON CAPITAL offers portfolio management for individuals and pension consulting services. View all service details ↓
DAVIDSON CAPITAL manages $197 million in client assets according to their SEC filing dated March 16, 2018.
According to their SEC Form ADV, DAVIDSON CAPITAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.93%
Average Client Assets: $2.3 million
Total Client Accounts: 451
Discretionary Accounts: 451
Regulatory Filings
CRD Number: 118725
Filing ID: 1188111
Last Filing Date: 2018-03-16 14:28:00