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- Custodian
- US Bank ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-1976
- Office Locations
- 131
Office Locations
About D.a. Davidson & Co.
D.a. Davidson & Co. is a Great Falls-based RIA with 131 offices. The firm has been operating for 50 years. Managing $41.8B in total assets under management, with 410 advisory representatives. They custody assets with US Bank and Vanguard.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $41.8B between December 19, 2025 and July 30, 2026.
Across 5 reported observations, AUM increased 75.1% between December 22, 2022 and July 30, 2026, from $23.9B to $41.8B.
Of the latest reported AUM, 91.5% is discretionary and 8.5% is non-discretionary.
The firm reports 410 advisory representatives and 71,168 clients, or 173.6 clients per representative. That equates to $587.9K in reported AUM per client.
The profile lists 131 reported office locations and 50 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full D.a. Davidson & Co. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jacqueline Ann Beauprez
General Counsel, Senior Vice President
- CRD
- #4075012
- Ownership
- Less than 5%
JAMES LEE CRONK
Vice President
- CRD
- #1104799
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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KATHLEEN MARIE ABSEC
Associate
- CRD
- #1341565
Kyle Acevedo
--
- CRD
- #6021792
Showing 2 of 1131 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,297,454,732 | $432,945 |
| Non-Discretionary | $3,541,790,967 | $960,355 |
| Total | $41,839,245,699 | $454,054 |
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Separately Managed Accounts
SMA allocation detail is available
D.a. Davidson & Co. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
D.a. Davidson & Co.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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