SARASOTA, FLCRD 112260Latest ADV December 18, 2025
Ned Davis Research, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated December 18, 2025, reports $2M in regulatory assets under management, 68 employees, 2 offices, and 2 accounts.
Assets Under Management
$2M
Employees
68
Offices
2 offices
Total Clients
1,577
Primary office
SARASOTA, FL
3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, United States
Top client segmentOther Advisers represent 69.1% of total clients.
Top client categories% of clientsClients
1
Other Advisers
69.1%
1,089
2
Corporations
15.3%
241
3
Banks
5.6%
89
4
HNWI
1.8%
28
5
Individuals
1.6%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2Mas of December 18, 2025
Discretionary100.0%
$2M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2M
Total Accounts2
10Y AUM Change+$2M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee23:1
10Y Employee Change-55 (-44.7%)
* 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.