Ned Davis Research, Inc.
● SEC registered since 2001CRD 112260SEC# 801-60241Sarasota, FL
Reg. AUM
$2.2M
Employees
68
Accounts
2
Location
Sarasota, FL
Ned Davis Research, Inc. assets under management
Ned Davis Research, Inc. is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2001. It reports $2.2 million in regulatory assets under management and employs 68 people.
Ned Davis Research, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas Sanborn Control | Chief Operations Officer, Head Of Investment Solutions | Under 5% | 2024 |
| Delinian Holdings US LLC Control | Shareholder | Over 75% | 2023 |
| James Allan McQueeney | Chief Compliance Officer, Director Market Data & Production | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Ned Davis Research, Inc. manage?
Ned Davis Research, Inc. reports $2.2 million in regulatory assets under management on its Form ADV.
How many employees does Ned Davis Research, Inc. have?
Ned Davis Research, Inc. reports 68 employees.
Where is Ned Davis Research, Inc. located?
Ned Davis Research, Inc. is based in Sarasota, FL and has been SEC-registered since 2001.
Does Ned Davis Research, Inc. disclose fund performance?
Ned Davis Research, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233 |
| Phone | 941-412-2300 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.2M▲ 794%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$2.2Mregulatory AUM
Discretionary $2.2M