← Directory
DODGE & COX
CRD 104596File 801-1895
APPROVED
Retail clients
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$466.56B
Top 10% of cohort (national)
Discretionary AUM
$465.58B
Non-discretionary $984.9M
Clients
740
740 accounts
Employees
336
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 14, 1959
- Principal office
- 555 CALIFORNIA STREET, 40TH FLOOR, SAN FRANCISCO, CA, 94104
- Phone
- 415-981-1710
- Website
- https://dodgeandcox.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.56B
- Discretionary AUM
- $465.58B
- Non-discretionary AUM
- $984.9M
- Discretionary accounts
- 739
- Non-discretionary accounts
- 1
- Total accounts
- 740
- AUM per client
- $630.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 31 | $8.41B |
| Insurance companies | 9 | $4.00B |
| Investment companies | 9 | $328.47B |
| Charitable organizations | 61 | $3.38B |
| High net worth individuals | 331 | $7.69B |
| Pooled investment vehicles | 4 | $11.95B |
| Pension and profit sharing plans | 225 | $73.27B |
| State or municipal government entities | 54 | $29.40B |
| Individuals (other than high net worth individuals) | 16 | $7.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.