Data / Investment advisers / Montana / Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc., Great Falls, MT: $5.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Davidson Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Great Falls, Montana and reports $5.2 billion in regulatory assets under management in its Form ADV filed December 15, 2025. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Davidson Investment Advisors, Inc. (CRD number 110552): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110552
- SEC file number
- 801-10883
- SEC status
- Approved, effective August 8, 1975
- Main office
- 8 Third Street North, Great Falls, MT 59401
- Phone
- (406) 727-6111
- Website
- caprinbonds.com
- Regulatory AUM
- $5,200,170,370 in the Form ADV filed December 15, 2025
- Discretionary AUM
- $5,162,502,250
- Non discretionary AUM
- $37,668,120
- Accounts
- 4,407
- Employees
- 31, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 15, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 966 | $2.30 billion |
| Individuals (other than high net worth individuals) | 3,125 | $1.30 billion |
| Charitable organizations | 131 | $769 million |
| Corporations or other businesses | 99 | $345.6 million |
| Investment companies | 1 | $148 million |
| State or municipal government entities | 37 | $142.7 million |
| Pension and profit sharing plans | 36 | $78.4 million |
| Pooled investment vehicles | 4 | $74.7 million |
| Insurance companies | 8 | $39.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $5.20 billion | December 15, 2025 |
| December 1, 2025 | $5.03 billion | August 29, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | $41.84 billion | Not listed | adviserinfo.sec.gov |
| Investment Management Group | Billings | $5.24 billion | Not listed | adviserinfo.sec.gov |
| Stack Financial Management Inc | Whitefish | $1.99 billion | Not listed | adviserinfo.sec.gov |
| Bitterroot Capital Advisors LLC | Bozeman | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Allied Investment Advisors LLC | Billings | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Xypn Sapphire | Bozeman | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Front Street Capital Management, Inc. | Missoula | $862 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Davidson Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.