Davidson Investment Advisors, Inc.
● SEC registered since 1975CRD 110552SEC# 801-10883Great Falls, MT
Reg. AUM
$5.2B
Employees
31
Accounts
4,407
Location
Great Falls, MT
Davidson Investment Advisors, Inc. assets under management
Davidson Investment Advisors, Inc. is an SEC-registered investment adviser based in Great Falls, MT. The firm has been registered since 1975. It reports $5.2 billion in regulatory assets under management and employs 31 people.
Davidson Investment Advisors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Ian Davidson Control | President, Director | Under 5% | 2004 |
| D.a. Davidson Companies Control | Parent Company | Over 75% | 1986 |
| Edward Patrick Crotty Control | Director | Under 5% | 2013 |
| Heather Elizabeth Kubas Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2018 |
| Lawrence Todd Martinez Control | Ceo, D.a. Davidson Companies, Director | Under 5% | 2022 |
| D.a. Davidson Trust Company | Trustee | 25-50% | 2001 |
| Employee Stock Ownership Plan and Trust | Shareholder | 25-50% | 2001 |
Frequently asked questions
How much does Davidson Investment Advisors, Inc. manage?
Davidson Investment Advisors, Inc. reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Davidson Investment Advisors, Inc. have?
Davidson Investment Advisors, Inc. reports 31 employees.
Where is Davidson Investment Advisors, Inc. located?
Davidson Investment Advisors, Inc. is based in Great Falls, MT and has been SEC-registered since 1975.
Does Davidson Investment Advisors, Inc. disclose fund performance?
Davidson Investment Advisors, Inc. 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 59401-3104 |
| Phone | 406-727-6111 |
| Fax | 406-791-7263 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1140771 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.2B▲ 3%
Aug '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
EmployeesTop 17%
More than 83% of 16,824 advisers
Assets under management
$5.2Bregulatory AUM
Discretionary $5.16BNon-discretionary $37.7M