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DAVIDSON INVESTMENT ADVISORS, INC.
CRD 110552File 801-10883
APPROVED
Retail clients
Custody
Filing as of Dec 15, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$5.20B
Top 25% of cohort (national)
Discretionary AUM
$5.16B
Non-discretionary $37.7M
Clients
4,407
4,407 accounts
Employees
31
Top 10% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 8, 1975
- Principal office
- 8 THIRD STREET NORTH, GREAT FALLS, MT, 59401-3104
- Phone
- 406-727-6111
- Website
- HTTP://WWW.DADAVIDSON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.20B
- Discretionary AUM
- $5.16B
- Non-discretionary AUM
- $37.7M
- Discretionary accounts
- 4,275
- Non-discretionary accounts
- 132
- Total accounts
- 4,407
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 99 | $345.6M |
| Insurance companies | 8 | $39.6M |
| Investment companies | 1 | $148.0M |
| Charitable organizations | 131 | $769.0M |
| High net worth individuals | 966 | $2.30B |
| Pooled investment vehicles | 4 | $74.7M |
| Pension and profit sharing plans | 36 | $78.4M |
| State or municipal government entities | 37 | $142.7M |
| Individuals (other than high net worth individuals) | 3,125 | $1.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 29 | 31 | increased by2 |
| Jan 1, 2026 | Clients | 4,368 | 4,407 | increased by39 |
| Jan 1, 2026 | AUM | $5,033,311,528 | $5,200,170,370 | increased by$166,858,842 |
| Jan 1, 2026 | Accounts | 4,368 | 4,407 | increased by39 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 31 | 29 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4,203 | 4,368 | increased by165 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,812,943,447 | $5,033,311,528 | increased by$220,368,081 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,203 | 4,368 | increased by165 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 31 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,125 | 4,203 | increased by2,078 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,489,292,610 | $4,812,943,447 | increased by$2,323,650,837 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,125 | 4,203 | increased by2,078 |
| Jan 1, 2022 | Clients | 1,948 | 2,125 | increased by177 |
| Jan 1, 2022 | AUM | $2,039,755,431 | $2,489,292,610 | increased by$449,537,179 |
| Jan 1, 2022 | Accounts | 1,948 | 2,125 | increased by177 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAVIDSON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAVIDSON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.