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NED DAVIS RESEARCH, INC.
CRD 112260File 801-60241
APPROVED
Retail clients
Filing as of Dec 18, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$2.2M
Bottom 25% of cohort (national)
Discretionary AUM
$2.2M
Clients
1,576
2 accounts
Employees
68
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 2001
- Principal office
- 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, 34233
- Phone
- 941-412-2300
- Website
- HTTPS://WWW.NDR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.2M
- Discretionary AUM
- $2.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $1K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 241 | $0 |
| Non-U.S. persons | 13 | $0 |
| Insurance companies | 25 | $0 |
| Investment companies | 1 | $2.0M |
| Charitable organizations | 17 | $0 |
| Other investment advisers | 1,089 | $0 |
| High net worth individuals | 28 | $0 |
| Banking or thrift institutions | 89 | $0 |
| Pension and profit sharing plans | 23 | $0 |
| State or municipal government entities | 24 | $0 |
| Individuals (other than high net worth individuals) | 26 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
- Subscription fees
Advisory activities
- Other
- Publications
- Educational seminars
- Other advisory activities
- Securities recommendations
- Portfolio management for other
- Portfolio management for investment companies
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 17, 2026 | Clients | 1577 | 1576 |
| 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.