D
$5.2B Total AUM
$5.2B Disc. AUM
30.7% 3Y CAGR
31 Employees
4,407 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- CatalystVector horizon +more
- Established Date
- 08-08-1975
- Office Locations
- 9
Office Locations
1101 E. Main St. Suite 301 Bozeman MT
1802 Bayberry CT Suite 202 Richmond VA
1921 Palomar Oaks WY Suite 102 Carlsbad CA
About Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. is a Great Falls-based RIA with 9 offices. The firm has been operating for 50 years. Managing $5.2B in total assets under management, with 13 advisory representatives. They custody assets with First Clearing and US Bank. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
45 AVG AGE
$400.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
31 Employees
13 Advisory Reps
17 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Beacon focus Harbor beacon Momentum
Client Personas
Harbor summit
Custodian
Vector optima Pioneer fusion
Investment Themes
Pathway summit Ember signal Unison pathway Delta element
Investment Vehicles
Fusion Optima glacier
Platform
Value Delta Matrix radial Ridge
Services
Optima meridian Fusion Wave Crest Legacy frontier
Technology
Focus Radial North atlas Fusion
Owner & Executives
E
EDWARD PATRICK CROTTY JR
DIRECTOR, Investment Advisor
- CRD
- #1913149
- Ownership
- Less than 5%
(804) 977-3267
foundation.capital@primecapital.com
in linkedin.com/in/unison-harbor
A
ANDREW IAN DAVIDSON
DIRECTOR, Investment Advisor, President
- CRD
- #2095600
- Ownership
- Less than 5%
(250) 768-1118
north.beacon@oakcapital.com
in linkedin.com/in/wave-catalyst
A
Atlas peak
Horizon beacon
- CRD
- #95239
- Ownership
- 26.6%
(825) 543-2756
legacy.element@deltacapital.com
in linkedin.com/in/capital-timber
Showing 2 of 4 owners & executives
Unlock allContacts
D
DAVID LAWRENCE BROWN
Investment Advisor
- CRD
- #4145275
(778) 651-9481
focus.pathway@glaciercapital.com
in linkedin.com/in/vertex-radial
B
BRIAN PATRICK CLANCY
Portfolio Manager
- CRD
- #4873272
(549) 617-1268
element.vital@zenithcapital.com
in linkedin.com/in/optima-element
D
Delta ridge
Atlas crest matrix
- CRD
- #87711
(795) 404-9322
catalyst.vector@quantumcapital.com
in linkedin.com/in/horizon-peak
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,162,502,250 | $1,207,603 |
| Non-Discretionary | $37,668,120 | $285,365 |
| Total | $5,200,170,370 | $1,179,980 |
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Separately Managed Accounts
Total SMA Asset: $4,977,492,680
Equity - Exchange:
34.3% Municipal Bonds:
8.4% U.S. Government/Agency:
21.6% Corporate - Investment Grade:
10.7% Cash:
9.6% Public Funds:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,507,945,617 | 34.3% |
| Municipal Bonds | $614,190,763 | 8.4% |
| U.S. Government/Agency | $1,579,347,677 | 21.6% |
| Corporate - Investment Grade | $782,362,044 | 10.7% |
| Cash | $701,932,301 | 9.6% |
| Public Funds | $1,126,016,401 | 15.4% |
| Total | $7,311,794,803 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER GLACIER MERIDIAN | FUSION SUMMIT | LK49FP5RV | BAZJ | 10.51% | $26,082,927 |
| VECTOR FRONTIER | MATRIX PEAK | ZUVOWVBDS | EQZN | 9.62% | $68,214,816 |
| MERIDIAN SIGNAL | ELEMENT FOUNDATION | A4XXY9V9U | YYMIB | 5.71% | $23,004,024 |
| FOCUS ALPHA | NORTH RADIAL | CHAH54VJ4 | DVT | 8.97% | $119,689,965 |
| LEGACY FOUNDATION | RADIAL FUSION | UH3I88WUC | ICVES | 0.75% | $56,996,014 |
| CREST INSIGHT PATHWAY | MERIDIAN RIDGE | 8RC5MM9AP | KHVXZ | 8.54% | $40,477,774 |
| ATLAS VALUE CATALYST | RADIAL ZENITH | IZEOZ4AKG | YGFW | 2.54% | $47,711,356 |
| FOUNDATION MOMENTUM INSIGHT | ELEMENT FOCUS | 4R94A46AS | ZPVU | 8.43% | $93,206,639 |