Fee-OnlyFinder

Ned Davis Research, INC.

Hourly fees in Sarasota, FL

SEC registeredNo commissions reported

Call (941) 412-2300Send a messageMap ↗

Public-record details

Address
3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233
Phone
(941) 412-2300
Listed under
Hourly fees, Flat / fixed fees, Retirement plan consulting
CRD number
112260
Registration
SEC registered since 2001-05-31
Compensation (Form ADV 5.E)
Hourly charges; Subscription fees; Fixed fees; Other (Ndr Receives Bps on Other Ia's Aum Using Ndr Models)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Pension consulting; Educational seminars/workshops
Regulatory assets under management
$2.2 million
Accounts managed
2
Clients reported (Form ADV 5.D)
1,577
Individual / high-net-worth clients
26 / 28
Employees
68
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2025-12-18

SEC registered investment adviser, CRD 112260, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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