Dodge & Cox Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Dodge & Cox, federally registered in 1959, is a Registered Investment Advisor (RIA) in 40 state(s) with a licensed staff of 2 advisors. Dodge & Cox manages $285.9 billion and provides investment advisory services for 805 clients (1:403 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $10,000,000
Average Client Balance $355,193,268
Hybrid Advisor No
Disciplinary History No
Total AUM $285.9 billion
Advisor / Client Ratio 1:403
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 104596)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VT, VA, WA, WV, WI, WY

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