Dodge & Cox

Dodge & Cox (CRD# 104596) is a financial advisory firm headquartered in San Francisco, CA. They manage $259,473,512,026 in 851 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    259,474
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $304,904,244
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Dodge & Cox
Showing 1 - 2 of 2 top financial advisors.
1
Dana M. Emery
CRD#: 2155886
555 California Street, 40th Floor, San Francisco, CA 94104
93
Wealthminder
score

Dana Emery (CRD# 2155886) is an Investment Advisor Representative working at Dodge & Cox in San Francisco, CA and has over 25 years of experience in the finance industry.

2
Kevin D. Johnson
CRD#: 2959084
555 California Street, 40th Floor, San Francisco, CA 94104
90
Wealthminder
score

Kevin Johnson (CRD# 2959084) is an Investment Advisor Representative working at Dodge & Cox in San Francisco, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.