Investment adviser · CRD 110552

DAVIDSON INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

GREAT FALLS, MT, United States · Form ADV filed Dec 15, 2025

Regulatory AUM: $5.2B
Client accounts: 4,407
Employees: 31
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	966	$2,303,054,104	44.3%
Individuals	3,125	$1,299,147,004	25.0%
Charities	131	$769,042,096	14.8%
Corporations & businesses	99	$345,627,804	6.6%
Investment companies	1	$148,002,497	2.8%
Government entities	37	$142,684,339	2.7%
Retirement plans	36	$78,350,012	1.5%
Pooled investment vehicles	4	$74,675,193	1.4%
Insurance companies	8	$39,587,321	0.8%

Filing source

Form ADV 2029447 · Dec 15, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 15, 2025. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

8 THIRD STREET NORTH
GREAT FALLS, MT, 59401-3104, United States

CRD 110552

Filing source

Form ADV 2029447 · Dec 15, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.