firm profile
Davidson Investment Advisors, Inc.
Overview
Davidson Investment Advisors, Inc. is an SEC registered investment adviser based in Great Falls, MT, registered since 1975. It reports $5.2B in assets under management across 4,407 accounts, with 31 employees. It has 12 investment adviser representatives.
- Reported AUM
- $5.2B
- Discretionary
- 99%
- Accounts
- 4,407
- Average account
- $1.2M
- Employees
- 31
- Advisory reps
- 12
- Registered since
- 1975
- Jurisdictions
- 43
As reported in the firm's December 2025 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Lawrence Todd Martinez Chief Executive Officer, Director CRD 4596308
- Andrew Ian Davidson President, Director CRD 2095600
- Heather Elizabeth Kubas Chief Operating Officer, Chief Compliance Officer CRD 4595889
1 more executive officer, with direct contact details
Advisory reps 3 of 12
- Brian Patrick Clancy Investment Adviser Rep CRD 4873272
- Paul Gilbert Condrat Investment Adviser Rep CRD 4807776
- Andrew Ian Davidson Registered Rep · Investment Adviser Rep CRD 2095600
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 8 3rd St N
Great Falls, MT 59401 - County
- Cascade
- Metro area
- Great Falls, MT
- Region
- West
Registrations
- SEC registered
- Registered in 43 jurisdictions
- Website: dadavidson.com/individuals/davidson-investment-advisors
Every state, with registration dates
Similar firms near Great Falls
- D.A. Davidson & Co.Great Falls, MT$41.8B AUM
- Big Sky Wealth Advisors, LLCGreat Falls, MT$135M AUM
- Investment Management GroupBillings, MT$5.2B AUM
- Stack Financial Management IncWhitefish, MT$2B AUM
- Bitterroot Capital Advisors LLCBozeman, MT$1.8B AUM
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