Denali Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 14 employees, 2 offices, and 291 accounts.
Assets Under Management
$1.4B
Employees
14
Offices
2 offices
Total Clients
291
Primary office
SAN DIEGO, CA
5075 SHOREHAM PLACE, SUITE 120, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
197
2
HNWI
20.6%
60
3
Corporations
4.1%
12
4
Charitable
3.1%
9
5
Government
2.7%
8
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary99.6%
$1.4B
100% of total RAUM99.6%
Non-discretionary0.4%
$6M
0% of total RAUM0.4%
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$1.4B
Total Accounts291
10Y AUM Change+$626M (+82.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee21:1
10Y Employee Change+7 (+100.0%)
* 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.