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MH

Michael L. Hoover

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CRD#: 1721258
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Louis Hoover, who also goes by Michael Hoover, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 4 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Hoover

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Virginia Birth-Related Neurological Injury Compensation Program business is not investment related 7501 Boulders View Drive, Suite 210 Richmond, VA 23225 The Program is the payer of last resort for admitted claimants seeking reimbursements or payments allowed by the Program for Birth-Related Neurological Injuries. Member Board of Directors and Chairman of the Investment Committee Start date May 2020 2 hours per month devoted to Board and Committee meetings, all during normal business hours Duties include attending Board and Investment Committee meetings, discussing matters brought to the Board or Committee for its consideration by Program managers and consultants, and voting to decide the outcome of various matters. For the Investment Committee, matters are those brought before the Committee by the Program's investment consultant or that arise during the Committee meeting.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 1, 2023 - March 5, 2024

DAVIDSON INVESTMENT ADVISORS, INC.

RIA
CRD#: 110552
Richmond, VA
Past

May 18, 2004 - March 10, 2023

CAPRIN ASSET MANAGEMENT, LLC

RIA
CRD#: 106657
HENRICO, VA
Past

November 28, 2002 - May 3, 2004

PARATA CAPITAL MANAGEMENT

RIA
CRD#: 115447
RICHMOND, VA
Past

December 21, 1988 - December 31, 2001

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DI
DAVIDSON INVESTMENT ADVISORS, INC.
CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA
Registered Investment Advisory firm - (8/8/1975 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DI
DAVIDSON INVESTMENT ADVISORS, INC.
CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA
Registered Investment Advisory firm - (8/8/1975 Approved)
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Contact information


Main Address
8 Third Street North, Great Falls, MT 59401-3104
Mailing Address
Phone number
(406) 727-6111
Established
Firm type
Fiscal year end
# of Employees
29

SEC notice filing (42 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAVIDSON INVESTMENT ADVISORS FIRM BROCHURE (8/29/2025)

Regulatory assets under management


Total Number of Accounts4,368
AUM (Assets Under Management)$ 5,033,311,528

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/13/2025
Cover Page
09/27/2024
11/13/2023
12/22/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552

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