NED DAVIS RESEARCH, INC.
CRD #112260 SEC #801-60241 SARASOTA, FL 941-412-2300
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
68
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.2M | $2.2M | $0 | 68 | 1,577 |
| Oct 2025 | $248.5K | $248.5K | $0 | 70 | 1,309 |
| Dec 2024 | $248.5K | $248.5K | $0 | 70 | 1,309 |
| Oct 2024 | $202.5K | $202.5K | $0 | 71 | 1,046 |
| Feb 2024 | $202.5K | $202.5K | $0 | 71 | 1,046 |
| Feb 2024 | $202.5K | $202.5K | $0 | 71 | 1,046 |
| Dec 2023 | $202.5K | $202.5K | $0 | 71 | 1,046 |
| Aug 2023 | $183.8K | $183.8K | $0 | 124 | 1,165 |
| Jul 2023 | $183.8K | $183.8K | $0 | 124 | 1,165 |
| Dec 2022 | $183.8K | $183.8K | $0 | 124 | 1,165 |
| Dec 2021 | $219.2K | $219.2K | $0 | 83 | 1,000 |
| Dec 2020 | $194.3K | $194.3K | $0 | 64 | 998 |
| Jun 2020 | $157.4K | $157.4K | $0 | 90 | 803 |
| May 2011 | $91.9M | $91.9M | $0 | 51 | -- |
| May 2009 | $259.8M | $259.8M | $0 | 51 | -- |
| Mar 2009 | $259.8M | $259.8M | $0 | 51 | -- |
| Mar 2008 | $398.3M | $398.3M | $0 | 51 | -- |
| Mar 2007 | $354M | $354M | $0 | 51 | -- |
| Mar 2004 | $258.8M | $258.8M | $0 | -- | -- |
| Mar 2002 | $183.1M | $183.1M | $0 | -- | -- |
DateDec 2025
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees68
Clients1,577
DateOct 2025
Total AUM$248.5K
Discretionary$248.5K
Non-Disc.$0
Employees70
Clients1,309
DateDec 2024
Total AUM$248.5K
Discretionary$248.5K
Non-Disc.$0
Employees70
Clients1,309
DateOct 2024
Total AUM$202.5K
Discretionary$202.5K
Non-Disc.$0
Employees71
Clients1,046
DateFeb 2024
Total AUM$202.5K
Discretionary$202.5K
Non-Disc.$0
Employees71
Clients1,046
DateFeb 2024
Total AUM$202.5K
Discretionary$202.5K
Non-Disc.$0
Employees71
Clients1,046
DateDec 2023
Total AUM$202.5K
Discretionary$202.5K
Non-Disc.$0
Employees71
Clients1,046
DateAug 2023
Total AUM$183.8K
Discretionary$183.8K
Non-Disc.$0
Employees124
Clients1,165
DateJul 2023
Total AUM$183.8K
Discretionary$183.8K
Non-Disc.$0
Employees124
Clients1,165
DateDec 2022
Total AUM$183.8K
Discretionary$183.8K
Non-Disc.$0
Employees124
Clients1,165
DateDec 2021
Total AUM$219.2K
Discretionary$219.2K
Non-Disc.$0
Employees83
Clients1,000
DateDec 2020
Total AUM$194.3K
Discretionary$194.3K
Non-Disc.$0
Employees64
Clients998
DateJun 2020
Total AUM$157.4K
Discretionary$157.4K
Non-Disc.$0
Employees90
Clients803
DateMay 2011
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees51
Clients--
DateMay 2009
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$398.3M
Discretionary$398.3M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees--
Clients--