D.a. Davidson & Co.
● SEC registered since 1994CRD 199SEC# 801-45761Great Falls, MT
Reg. AUM
$41.84B
Employees
990
Accounts
92,146
Location
Great Falls, MT
D.a. Davidson & Co. assets under management
D.a. Davidson & Co. is a registered investment adviser overseen by the SEC based in Great Falls, MT. The firm has been registered since 1994. It reports $41.8 billion in regulatory assets under management and employs 990 people.
D.a. Davidson & Co. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D.a. Davidson Companies Control | Holding Company | Over 75% | 1986 |
| Jacqueline Ann Beauprez Control | Svp, General Counsel | Under 5% | 2018 |
| James Lee Cronk Control | Principal Operations Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does D.a. Davidson & Co. manage?
D.a. Davidson & Co. reports $41.8 billion in regulatory assets under management on its Form ADV.
How many employees does D.a. Davidson & Co. have?
D.a. Davidson & Co. reports 990 employees.
Where is D.a. Davidson & Co. located?
D.a. Davidson & Co. is based in Great Falls, MT and has been SEC-registered since 1994.
Does D.a. Davidson & Co. disclose fund performance?
D.a. Davidson & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Third Street North, Great Falls, MT 59401 |
| Phone | 406-727-4200 |
| Fax | 406-791-7380 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 27182 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$41.84B▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$41.84Bregulatory AUM
Discretionary $38.3BNon-discretionary $3.54B