Joe Rust is a registered investment advisor at Davidson Capital Management, INC, based in San Antonio, TX, with 29 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 426 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
9601 Us Hwy 281 N, Suite 1230, San Antonio, TX, 78216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joe is a Vice President and part-owner of Alamo City Angels, LLC, a bartending and promotions business, spending a few hours per week on marketing. He also serves on the Investment Committee for St Andrews United Methodist Church, dedicating minimal time per month to portfolio management and trade execution.
Employment History
Current Registrations
Davidson Capital Management, INC
Previous Registrations
Dominion Portfolio Management, INC.
Dominion Investor Services, INC.Broker
Planco Financial Services, LLCBroker
Alliance Fund Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.