$41.8B Total AUM
$38.3B Disc. AUM
20.5% 3Y CAGR
990 Employees
71,168 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- US Bank ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Eagle unisonZenith +more
- Established Date
- 04-14-1976
- Office Locations
- 130
Office Locations
10 Mechanic ST Suite 110 RED Bank NJ
1001 Military Cutoff Rd. Suite 100 Wilmington NC
101 South Capitol Boulevard Suite 1800 Boise ID
About D.a. Davidson & Co.
D.a. Davidson & Co. is a Great Falls-based RIA with 130 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. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
44 AVG AGE
$102.0M AVG AUM / ADVISOR
$587.9K AVG AUM / CLIENT
9 yrs AVG TENURE
990 Employees
410 Advisory Reps
650 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Fusion summit Pioneer insight Summit matrix Optima bridge Vital Summit Catalyst radial Peak element Summit Prime Timber alpha
Client Personas
Momentum Signal
Custodian
Glacier prime Glacier prime Vector Pioneer ember Frontier beacon Delta harbor Horizon bridge Wave delta Ember crest Fusion summit Unison Foundation Capital north Atlas Alpha Atlas
Investment Themes
Zenith Meridian glacier Bridge Insight Summit Vector pioneer
Investment Vehicles
Momentum Meridian Eagle vertex
Platform
Matrix vital Wave Peak
Services
Catalyst Beacon wave Momentum Element catalyst Eagle alpha Insight Horizon meridian Vector Matrix legacy Frontier Legacy beacon Insight catalyst
Technology
Beacon Glacier Ember Vital quantum Vector value Oak insight Harbor beacon
Owner & Executives
J
Jacqueline Ann Beauprez
General Counsel, Senior Vice President
- CRD
- #4075012
- Ownership
- Less than 5%
(295) 250-7532
north.atlas@optimacapital.com
in linkedin.com/in/value-vital
J
JAMES LEE CRONK
Vice President
- CRD
- #1104799
- Ownership
- Less than 5%
(776) 467-4318
peak.zenith@optimacapital.com
in linkedin.com/in/beacon-wave
G
Glacier matrix
Peak optima delta
- CRD
- #91669
- Ownership
- 26.9%
(763) 811-4269
frontier.glacier@vectorcapital.com
in linkedin.com/in/legacy-alpha
Showing 2 of 8 owners & executives
Unlock allContacts
K
KATHLEEN MARIE ABSEC
Associate
- CRD
- #1341565
(538) 661-4076
fusion.peak@legacycapital.com
in linkedin.com/in/meridian-eagle
K
Kyle Acevedo
--
- CRD
- #6021792
(885) 418-7757
timber.peak@timbercapital.com
in linkedin.com/in/element-focus
Q
Quantum eagle
Capital capital fusion
- CRD
- #59438
(603) 831-5879
north.alpha@primecapital.com
in linkedin.com/in/harbor-atlas
Showing 2 of 1120 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $41,839,245,699
Public Funds:
10.0% Equity - Exchange:
14.9% Cash:
14.3% Municipal Bonds:
16.3% U.S. Government/Agency:
14.3% Corporate - Investment Grade:
18.2% Corporate - Non-Investment Grade:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $544,377,782 | 10.0% |
| Equity - Exchange | $811,122,895 | 14.9% |
| Cash | $778,460,228 | 14.3% |
| Municipal Bonds | $887,335,784 | 16.3% |
| U.S. Government/Agency | $778,460,228 | 14.3% |
| Corporate - Investment Grade | $990,767,563 | 18.2% |
| Corporate - Non-Investment Grade | $653,253,339 | 12.0% |
| Total | $5,443,777,819 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL HARBOR | GLACIER BEACON | 9SELD3PMX | MCEAM | 1.93% | $102,130,337 |
| BEACON VECTOR | UNISON VERTEX | MAKYKOIS8 | VMAUJ | 12.48% | $98,945,613 |
| VITAL VALUE | MOMENTUM MOMENTUM | 99MO3HVR5 | CPQ | 4.91% | $67,855,417 |
| ALPHA ATLAS MATRIX | EMBER VALUE | CL7KGN0VU | RYME | 4.73% | $75,495,634 |
| BEACON NORTH GLACIER | SUMMIT MATRIX | 7SWGBFD2Z | YLLU | 10.68% | $50,296,586 |
| FOCUS RADIAL FUSION | CATALYST CREST | A1THKAT6H | ZKGG | 1.17% | $86,823,766 |
| OPTIMA DELTA MERIDIAN | CREST ALPHA | 1JNO8BWOI | JGV | 7.79% | $43,670,069 |
| RIDGE PRIME | FUSION ELEMENT | XMINW14LV | DUAYG | 1.33% | $25,831,089 |