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DAVIDSON INVESTMENT ADVISORS, INC.
CRD 110552File 801-10883
APPROVED
Retail clients
Custody
Filing as of Dec 15, 2025
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.