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D.A. DAVIDSON & CO.
CRD 199File 801-45761
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$41.84B
Top 10% of cohort (national)
Discretionary AUM
$38.30B
Non-discretionary $3.54B
Clients
70,118
92,146 accounts
Employees
990
Top 10% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 8, 1994
- Principal office
- 8 THIRD STREET NORTH, GREAT FALLS, MT, 59401
- Phone
- 406-727-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $41.84B
- Discretionary AUM
- $38.30B
- Non-discretionary AUM
- $3.54B
- Discretionary accounts
- 88,458
- Non-discretionary accounts
- 3,688
- Total accounts
- 92,146
- AUM per client
- $597K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 616 | $1.46B |
| Charitable organizations | 1,098 | $1.83B |
| High net worth individuals | 18,223 | $23.60B |
| Pension and profit sharing plans | 240 | $546.8M |
| State or municipal government entities | 29 | $390.2M |
| Individuals (other than high net worth individuals) | 49,912 | $14.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
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.