Davidson Investment Advisors, Inc.

RIASEC Registered
Total AUM
$5.2B
Discretionary
$5.2B
99% of AUM
Avg account
$1.2M
Accounts
4,407
Employees
31
Advisory reps
18

Firm details

Headquarters
Great Falls, Montana
CRD number
110552
Registered since
August 8, 1975
Website
dadavidson.com
Custodians
D.A. DAVIDSON & CO., D.A. DAVIDSON TRUST SERVICES, INC., FIRST CLEARING, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI44.29%
  • Individuals24.98%
  • Charitable Organizations14.79%
  • Corporations / Businesses6.65%
  • Investment Companies2.85%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davidson Investment Advisors, Inc. is an SEC-registered investment adviser (registered in 1975) that operates as a non-independent retail RIA serving both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management across client types, including separate accounts, pooled investment vehicles and investment companies. Its business footprint includes broker-dealer, trust and insurance affiliations and custody relationships that support an integrated wealth-management model. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, State & Local Bonds 28%, US Government Bonds 13%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%44%
  • Exchange Traded Equities44%
  • State & Local Bonds28%
  • US Government Bonds13%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds2%

Owners & executives

1 of 1
  • Edward Crotty

    Edward Crotty

    Chief Investment OfficerCRD 1913149

Contacts

3 of 17
  • Herbert Turner

    Herbert Turner

    Senior Vice PresidentCRD 5247812

  • Robert De Meulenaere

    VP, Portfolio ManagerCRD 7147514

  • Bryn Hagfors

    Bryn Hagfors

    Senior Vice PresidentCRD 6226890

Unlock 14 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$377M in ETFs

Passive

87%

$327M

Active

13%

$50.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS)BlackRockPassiveForeign Large Blend$199M2,096,41352.79%
Unlock additional holdings →

Location

Primary office

Great Falls, MT

Cascade

Location

Great Falls, MT

Headquartered in Great Falls, MT, in the West of the United States.

Region
West
County
Cascade
Address
8 3rd St N
Time zone
MT (UTC-7)
Office locations

Similar firms

Big Sky Wealth Advisors, LLC

RIA

Great Falls, MT

AUM $135MTEAM 2REPS 2

Investment Management Group

RIA

Billings, MT

AUM $5.2BTEAM 30REPS 25

Stack Financial Management Inc

RIA

Whitefish, MT

AUM $2BTEAM 14REPS 10

Bitterroot Capital Advisors LLC

RIA

Bozeman, MT

AUM $1.8BTEAM 7REPS 3

Allied Investment Advisors LLC

RIA

Billings, MT

AUM $1.5BTEAM 12REPS 12

Xypn Sapphire

RIA

Bozeman, MT

AUM $1.3BTEAM 69REPS 64
More RIAs in Great Falls →All Montana RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth