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NED DAVIS RESEARCH, INC.

SARASOTA, FL · CRD 112260 · IAPD ↗ · 941-412-2300

$2.2MRegulatory AUM
44Advisory reps
68Employees
1577Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
January 2026 — NED DAVIS RESEARCH, INC. shrank from 59 to 44 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
December 2025 — NED DAVIS RESEARCH, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — NED DAVIS RESEARCH, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.