Principal Asset Management

Investment Advisor
in Austin, TX

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About this Advisor

Kate Davidson is a financial advisor who works in Austin, Texas, with a total of 1 year of relevant experience. Davidson is an advisor for Principal Asset Management. Their career trajectory has included roles at Fs2 Capital Partners, LLC, Resource America and Principal Funds Distributor. Davidson has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in Texas. Principal Asset Management is a registered investment firm operating out of Des Moines, IA. The firm has offices in 23 locations and a total of 1,925 financial advisors. It manages $279 billion in assets between its 13,656 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 500 charitable organizations. Of its 13,656 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on the type of services. Fee types charged by Principal Asset Management likely consist of any blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Austin, TX

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Principal Asset Management Brokerage Details

Total Assets Under Management


TX Average: $9,259,360,772
Total Number of Employees


TX Average: 166
Total Number of Accounts


TX Average: 7,189
Average Account Size


TX Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kate Davidson Work History

Kate has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Principal Funds Distributor

2017 - 2018 (1 year)

Resource America

2014 - 2014 (< 1 year)

Fs2 Capital Partners, LLC

2014 - 2017 (3 years)

Fs2 Capital Partners, LLC

2013 - 2014 (1 year)

Fs2 Capital Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Kate Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Asset Management

Jason Arata
Folsom, CA
Bradley Hanus
Des Moines, IA
Kate Davidson
Austin, TX
Kyle Vanourny
Overland Park, KS
Matthew Quick
Des Moines, IA
Jennifer Graves
Charlotte, NC
Charles Estes
Hyde Park, OH
Thomas Monahan
Redondo Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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