Dodge & Cox

Dodge & Cox (CRD# 104596) is a financial advisory firm headquartered in San Francisco, CA. They manage $275,916,752,160 in 819 accounts and serve the financial needs of clients across 39 states (or territories).

Current Firm Details
555 California Street, 40th Floor, San Francisco, CA 94104
https://privateclient.dodgeandcox.com
By the Numbers
  • Total Assets Under Management
    275,917
    MILLION
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $336,894,691
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 Emery, financial advisor San Francisco CA
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 26 years of experience in the finance industry.

2
Kevin Johnson, financial advisor San Francisco CA
Kevin D. Johnson
CRD#: 2959084
555 California Street, 40th Floor, San Francisco, CA 94104
92
Wealthminder
score

Kevin Johnson (CRD# 2959084) is an Investment Advisor Representative working at Dodge & Cox in San Francisco, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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