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DENALI ADVISORS, LLC
CRD 110242File 801-60039
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.38B
Non-discretionary $5.6M
Clients
288
291 accounts
Employees
14
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 2, 2001
- Principal office
- 5075 SHOREHAM PLACE, SUITE 120, SAN DIEGO, CA, 92122
- Phone
- 858-558-3600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $5.6M
- Discretionary accounts
- 290
- Non-discretionary accounts
- 1
- Total accounts
- 291
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $22.3M |
| Non-U.S. persons | Fewer than 5 | $19.0M |
| Charitable organizations | 9 | $68.8M |
| High net worth individuals | 60 | $178.0M |
| Pooled investment vehicles | 1 | $164.9M |
| State or municipal government entities | 8 | $868.0M |
| Individuals (other than high net worth individuals) | 197 | $63.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 291 | 288 |
| 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.