SAN FRANCISCO, CACRD 104596Latest ADV April 17, 2026
Dodge & Cox is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 17, 2026, reports $466.6B in regulatory assets under management, 336 employees, and 740 accounts.
Assets Under Management
$466.6B
Employees
336
Offices
--
Total Clients
740
Primary office
SAN FRANCISCO, CA
555 CALIFORNIA STREET, 40TH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 44.7% of total clients.
Top client categories% of clientsClients
1
HNWI
44.7%
331
2
Pension Plans
30.4%
225
3
Charitable
8.2%
61
4
Government
7.3%
54
5
Corporations
4.2%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466.6Bas of April 17, 2026
Discretionary99.8%
$465.6B
100% of total RAUM99.8%
Non-discretionary0.2%
$985M
0% of total RAUM0.2%
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$466.6B
Total Accounts740
10Y AUM Change+$190.6B (+69.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees336
Clients per Employee2:1
10Y Employee Change+100 (+42.4%)
* 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.