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 2015
Disclosure document required by the Securities & Exchange Commission. Contains information about the principal employees education, business organization, and disciplinary history.
Form ADV Part 2A & 2B – Updated March 2015
Disclosure document required by the Securities & Exchange Commission. Contains more detailed information about our firm’s services, management fees and investment strategies.
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.
Our firm’s policies and procedures for safeguarding non-public client information.
Discretionary Account Agreement
This is our standard contract outlining our duties as Investment Advisor.