Firm profile

DAVIDSON INVESTMENT ADVISORS, INC.

GREAT FALLS, MTCRD 110552Latest ADV December 15, 2025

Davidson Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Great Falls, MT. Its latest Form ADV filing, dated December 15, 2025, reports $5.2B in regulatory assets under management, 31 employee, 6 offices, and 4,407 accounts.

Assets Under Management
$5.2B
Employees
31
Offices
6 offices
Total Clients
4,407
Primary office
GREAT FALLS, MT
8 THIRD STREET NORTH, GREAT FALLS, MT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLawrence T. Martinez
CCOHeather E. Kubas
COOHeather E. Kubas

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
3,125
2
HNWI
21.9%
966
3
Charitable
3.0%
131
4
Corporations
2.2%
99
5
Government
0.8%
37
Additional categories (<0.1%)
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.2Bas of December 15, 2025
Discretionary99.3%
$5.2B
99% of total RAUM99.3%
Non-discretionary0.7%
$38M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$5.2B
Total Accounts4,407
10Y AUM Change+$3.6B (+231.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees31
Clients per Employee142:1
10Y Employee Change+9 (+40.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.