| Name | Title | Ownership | Since |
|---|---|---|---|
| D.a. Davidson Companies Control | Holding Company | Over 75% | 1986 |
| Jacqueline Ann Beauprez Control | Svp, General Counsel | Under 5% | 2018 |
| James Lee Cronk Control | Principal Operations Officer | Under 5% | 2024 |
D.a. Davidson & Co. reports $36.2 billion in regulatory assets under management on its Form ADV.
D.a. Davidson & Co. reports 650 employees.
D.a. Davidson & Co. is based in Great Falls, MT and has been SEC-registered since 1994.
D.a. Davidson & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8 Third Street North, Great Falls, MT 59401 |
| Phone | 406-727-4200 |
| Fax | 406-791-7380 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 27182 |
| Discloses disciplinary history | Yes |
| Discretionary | $32.87B |
| Non-discretionary | $3.3B |
| Total (RAUM) | $36.18B |