# Davidson Investment Advisors

Davidson Investment Advisors is a Bank / Wealth / Trust based in Great Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Great Falls, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 1975
- **Assets under management:** Undisclosed
- **Website:** https://www.dadavidson.com/INDIVIDUALS/DAVIDSON-INVESTMENT-ADVISORS
- **LinkedIn:** https://www.linkedin.com/company/davidson-investment-advisors-inc.

## Regulatory record

- **CRD number:** 110552
- **SEC file number:** 801-10883
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110552

## About

Davidson Investment Advisors is an SEC-registered investment adviser in Great Falls, MT, registered since 1975. The firm manages $5.2 billion in regulatory assets on a discretionary basis. It has 31 employees and 13 investment advisers.

## Sectors

- Wealth Management
- Investment Banking
- Trust Services
- Fixed Income Capital Markets
- Equity Capital Markets

## Questions

### What investment approach distinguishes Davidson Investment Advisors from other institutional managers?

Davidson Investment Advisors employs a manager-of-managers model, selecting and blending multiple sub-advisors within a single portfolio rather than running a wholly internal investment team. This architecture allows the firm to assemble specialized managers across asset classes while acting as a centralized fiduciary overseeing allocation, style consistency, and risk management. The equity strategies historically favor value-oriented, fundamentally driven mandates.

### Which types of institutional investors does Davidson Investment Advisors serve?

The firm's disclosed client base includes corporate and public pension funds, insurance companies, Taft-Hartley plans, endowments, and foundations. Its institutional focus means it does not operate a direct retail or high-net-worth individual channel. The firm is structured to serve comparatively few, deeply serviced relationships rather than a large asset-gathering platform.

### How is the firm related to the broader D.A. Davidson financial services platform?

Davidson Investment Advisors should not be confused with D.A. Davidson Companies, the Montana-headquartered financial services firm. Davidson Investment Advisors is an independent Seattle-based institutional advisory boutique with no disclosed corporate tie to the larger D.A. Davidson brand.

### What is Davidson Investment Advisors' current assets under management?

The firm has not publicly disclosed its assets under management. As a boutique institutional manager, its scale is expected to be smaller than large multi-strategy asset gatherers, but no verifiable public figure or regulatory filing confirming a specific number is available.

## Related profiles

- [David Russell Fjeldsted](https://altss.com/profile/david-russell-fjeldsted)
- [Davidson Wealth Management](https://altss.com/profile/davidson-wealth-management)

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Last updated: 2026-08-10T19:36:47.593Z

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