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DAVIDSON INVESTMENT ADVISORS, INC.

GREAT FALLS, MT · CRD 110552 · IAPD ↗ · caprinbonds.com · 406-727-6111

$5.20BRegulatory AUM
13Advisory reps
31Employees
0Clients
0Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — DAVIDSON INVESTMENT ADVISORS, INC. notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2025 — DAVIDSON INVESTMENT ADVISORS, INC. changed its website from dadco.com to caprinbonds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — DAVIDSON INVESTMENT ADVISORS, INC. added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
January 2025 — DAVIDSON INVESTMENT ADVISORS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
May 2024 — DAVIDSON INVESTMENT ADVISORS, INC. changed its website from dadavidson.com to dadco.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
May 2024 — DAVIDSON INVESTMENT ADVISORS, INC. notice-filed in CT, KY, ME, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — DAVIDSON INVESTMENT ADVISORS, INC. shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.