DAVID WENDELL ASSOCIATES, INC.

Legal name: WENDELL DAVID ASSOCIATES INC

CRD 106664File 801-47437

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.33B

Above cohort median (national)

Discretionary AUM

$1.14B

Non-discretionary $188.2M

Clients

459

465 accounts

Employees

Top 25% of cohort in NH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Aug 10, 1994
Principal office: 1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH, 03801-2904
Phone: 603-427-0200
Website: HTTP://WWW.DAVIDWENDELL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.33B
Discretionary AUM: $1.14B
Non-discretionary AUM: $188.2M
Discretionary accounts: 422
Non-discretionary accounts: 43
Total accounts: 465
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$780K
Charitable organizations	17	$122.0M
High net worth individuals	208	$988.2M
Banking or thrift institutions	Fewer than 5	$41.6M
Pension and profit sharing plans	Fewer than 5	$88.2M
Individuals (other than high net worth individuals)	234	$89.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
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 11

This 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.