As a Registered Investment Adviser with the Securities and Exchange Commission, Davidson Capital Management, Inc. is required to disclose to prospective and existing clients information about its business policies and practices.

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Form ADV Part 1 – Updated March 2020
Disclosure document required by the Securities & Exchange Commission. Contains information about our business organization, types of clients, assets under management, custodial relationships, and ownership composition.

Form ADV Part 2A & 2B – Updated March 2020
Disclosure document required by the Securities & Exchange Commission. Contains more detailed information about our firm’s services, management fees, investment strategies, and principal employees.

Form ADV Part 3 – Client Relationship Summary – Updated June 2020
Disclosure document required by the Securities & Exchange Commission.  The Client Relationship Summary is intended to inform investors about the types of clients we serve, our management fees, investment costs, conflicts of interest, and required standard of conduct associated with our services; whether our firm and its financial professionals currently have reportable legal or disciplinary history; and how to obtain additional information about our firm.

Code of Ethics
This document summarizes the standards of conduct for employees of our firm.

Anti-Money Laundering Policy
This documents summarizes the policies and procedures our firm uses to detect and deter money laundering.

Proxy Voting Policy
Our firm’s policies and procedures for voting our client’s proxies.

Privacy Disclosure
Our firm’s policies and procedures for safeguarding non-public client information.

Discretionary Account Agreement
This is our standard contract outlining our duties as a Registered Investment Adviser.

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5656 S. Staples, Ste 370 Corpus Christi, TX 78411 | 361.906.0070 | Copyright © 2020 Davidson Capital Management, Inc. | Site design by Rippke Design in partnership with Neovia Solutions