Firms by custodian
Registered investment advisers that custody at D.A. Davidson Trust Services
One SEC-registered adviser reports D.A. Davidson Trust Services as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| D.A. Davidson &CRD 199 | Great Falls, MT | $41.84B | 410 | 70,118 |
D.A. Davidson &CRD 199$41.84B
- Headquarters
- Great Falls, MT
- Advisory staff
- 410
- Clients
- 70,118
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming D.A. Davidson Trust Services here says only what the filing says, and implies nothing about either firm's service.