Dana Investment Advisors Inc
● SEC registered since 1979CRD 105879SEC# 801-14828Waukesha, WI
Reg. AUM
$6.08B
Employees
60
Accounts
3,979
Location
Waukesha, WI
Dana Investment Advisors Inc assets under management
Dana Investment Advisors Inc is a registered investment adviser overseen by the SEC based in Waukesha, WI. The firm has been registered since 1979. It reports $6.1 billion in regulatory assets under management and employs 60 people.
Dana Investment Advisors Inc owners & executives
26 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Victor Lehky | Senior Vice President | Under 5% | 2018 |
| Daniel Glenn Sievers | Vice President And Equity Portfolio Manager | Under 5% | 2025 |
| David Brandt Weinstein | Senior Vice President And Portfolio Manager | Under 5% | 2021 |
See all 26 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dana Investment Advisors Inc manage?
Dana Investment Advisors Inc reports $6.1 billion in regulatory assets under management on its Form ADV.
How many employees does Dana Investment Advisors Inc have?
Dana Investment Advisors Inc reports 60 employees.
Where is Dana Investment Advisors Inc located?
Dana Investment Advisors Inc is based in Waukesha, WI and has been SEC-registered since 1979.
Does Dana Investment Advisors Inc disclose fund performance?
Dana Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 |
| Phone | 262-782-3631 |
| Fax | 262-782-0581 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1427514 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.08B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$6.08Bregulatory AUM
Discretionary $5.52BNon-discretionary $555.8M