Davidson Capital Management

Corpus Christi, United States Founded: 1989 • Age: 37 yrs Acquired By Boston Private
Diversified investment management services are provided to clients.

About Davidson Capital Management

Davidson Capital Management is a Financial Services company based in Corpus Christi (United States) founded in 1989, and was acquired by Boston Private in December 2007. Diversified investment management services are provided to clients. The company has 4 employees. Its chief executive, as recorded, is Jeffrey Davidson. Davidson Capital Management offers products and services including Investment Management, Retirement Planning, and Endowment Management. Its focus areas include Asset Management and Diversified. Its legal entity is DAVIDSON CAPITAL MANAGEMENT, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Davidson Capital Management was established in 1989 in Corpus Christi, United States. Operations focus on diversified investment management within the financial sector. Services encompass portfolio management and advisory for various asset classes. The firm is led by CEO and President Jeffrey Davidson. Activities are centered in the United States, serving institutional and individual investors through structured investment strategies.

  • Headquarters Corpus Christi, United States
  • Employees 4
  • Stage Acquired
  • Sectors
    Financial Services
  • Phone
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  • Website davidsoncap.com
  • Social LinkedIn X Facebook
  • Acquired by Boston Private (Dec 2007)
  • Legal Name Davidson Capital Management, Inc.
Operational Areas
Key Metrics

Products & Services of Davidson Capital Management

Davidson Capital Management offers a comprehensive portfolio of products and services, including Investment Management, Retirement Planning, and Endowment Management.

Investment Management
Financial Services

Service for managing client portfolios and assets responsibly.

Retirement Planning
Financial Services

Assistance in planning and managing retirement funds for individuals.

Endowment Management
Financial Services

Strategic planning for endowments and foundations investments.

Investors in Davidson Capital Management

Davidson Capital Management has secured backing from 1 investor. Prominent investors backing the company include Boston Private.

All
InvestorDescriptionFounded YearDomainLocation
Wealth management services are offered by Boston Private.
1986bostonprivate.comBoston, United States
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Investor details for Davidson Capital Management

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People of Davidson Capital Management

1 people are tracked at Davidson Capital Management (1 in leadership); the tracked headcount is 4.

NameRoleGroup
Jeffrey Davidson
CEO & PresidentLeadership
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Timeline of Davidson Capital Management

2 dated milestones of Davidson Capital Management across 18 years, from founding to its latest funding, stage changes and deals.

  1. Founded Davidson Capital Management is founded.
  2. Exit Acquired by Boston Private.

Competitors of Davidson Capital Management

Davidson Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Davidson Capital Management

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Web traffic of Davidson Capital Management

The website of Davidson Capital Management (davidsoncap.com) receives about 2.5K visits a month.

  • Monthly visits
    2.5K

    ▲ 37.7% vs previous month

Similar websites

Websites whose visitors overlap most with Davidson Capital Management. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
eastovercapital.com
100%
1.1K#13,479,948View details
dadavidson.com
63%
70.6K#470,882View details
ccmg.com
ccmg.com
61%
#2,383,087–
westoncap.com
westoncap.com
60%
–
aldercapital.com
aldercapital.com
60%
–

Top companies in Asset Management

3 companies that operate in the same segment as Davidson Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Davidson Capital Management

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Frequently Asked Questions about Davidson Capital Management

Davidson Capital Management was founded in 1989.

Davidson Capital Management is headquartered in Corpus Christi, United States. It is registered at Corpus Christi, Texas, United States.

Jeffrey Davidson is the CEO of Davidson Capital Management, as recorded in our data.

Davidson Capital Management has 4 employees.

Davidson Capital Management was established in 1989 in Corpus Christi, United States. Operations focus on diversified investment management within the financial sector. Services encompass portfolio management and advisory for various asset classes. The firm is led by CEO and President Jeffrey Davidson. Activities are centered in the United States, serving institutional and individual investors through structured investment strategies.

Davidson Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Davidson Capital Management offers Investment Management, Retirement Planning, and Endowment Management.

Davidson Capital Management has 1 investor. Key investors include Boston Private.

Davidson Capital Management operates through Davidson Capital Management, Inc..

Yes. Davidson Capital Management was acquired by Boston Private in December 2007.

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