Davidson Capital

Davidson Capital (CRD# 118725) is a financial advisory firm headquartered in Davidson, NC. They manage $173,758,247 in 399 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $435,484
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Davidson Capital
Showing 1 - 2 of 2 top financial advisors.
1
Stanley P. Dyl
CRD#: 3212525
705 Peninsula Drive, Davidson, NC 28036
93
Wealthminder
score

Stanley Dyl (CRD# 3212525) is an Investment Advisor Representative working at Davidson Capital in Davidson, NC and has over 6 years of experience in the finance industry.

2
Daniel J. Tobias
CRD#: 6365351
705 Peninsula Drive, Davidson, NC 28036
90
Wealthminder
score

Daniel Tobias (CRD# 6365351) is an Investment Advisor Representative working at Davidson Capital in Davidson, NC and has 1 year of experience in the finance industry. Daniel Tobias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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