DENALI ADVISORS, LLC
Latest filing: Apr 07, 2025 (101 days ago)
AUM
$1,198,606,479
143% change vs. 1 year ago
181% change vs. 3 years ago
-10% change vs. 5 years ago
235% change vs. 10 years ago
Employee Count
14
-30% change vs. 1 year ago
17% change vs. 3 years ago
0% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
SAN DIEGO, CA
5075 SHOREHAM PLACE, SAN DIEGO, CA, UNITED STATES, 92122
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.1 |
| Institutional | $0.8 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 210 | $0.1 |
| Average Individual AUM | $322,831 | |
| HNW | 67 | $0.2 |
| Average HNW AUM | $2,597,882 | |
| Retail Total | 277 | $0.2 |
| Average Retail AUM | $873,114 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET GLOBAL MARKETS, LLC | BOSTON-MA-USA | $0.2 |
| NORTHERN TRUST SECURITIES, INC. | CHICAGO-IL-USA | $0.1 |
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $0.1 |
| BNY MELLON CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 97% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| SNIGAROFF, ROBERT, GUENTHER | MEMBER, MANAGER |
| MUNSON, MICHAEL, ROBERT | MEMBER |
| LINDSEY, MELVIN, DUANE | OWNER, TRUSTEE |
| CUTHBERTSON, JOHN, WILLIAM | CHIEF INVESTMENT OFFICER |
| LAMB, DEBORAH, ANNE | CHIEF COMPLIANCE OFFICER |
| GILLAM, ROBERT, ARTHUR | CHIEF INVESTMENT OFFICER, GROWTH EQUITY |
| LENHART, KENNETH, PAUL | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.2 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.7 | 143% | 20 | -6 | -30% |
| 2023-04-04 | $0.4 | $0.8 | 192% | 11 | 3 | 27% |
| 2022-04-01 | $0.4 | $0.8 | 181% | 12 | 2 | 17% |
| 2021-04-05 | $0.7 | $0.5 | 64% | 14 | 0 | 0% |
| 2020-04-01 | $1.3 | -$0.1 | -10% | 14 | 0 | 0% |
| 2019-04-01 | $1.4 | -$0.2 | -14% | 13 | 1 | 8% |
| 2018-04-02 | $1.3 | -$0.1 | -9% | 13 | 1 | 8% |
| 2017-04-01 | $0.8 | $0.4 | 57% | 7 | 7 | 100% |
| 2016-04-01 | $0.5 | $0.7 | 152% | 7 | 7 | 100% |
| 2015-04-01 | $0.4 | $0.8 | 235% | 8 | 6 | 75% |
| 2014-04-01 | $0.3 | $0.9 | 271% | 6 | 8 | 133% |
| 2013-04-01 | $0.6 | $0.6 | 99% | 6 | 8 | 133% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-07/17/2024, AL-07/17/2024, AR-07/17/2024, AZ-07/17/2024, CA-03/02/2001, CO-07/17/2024, CT-07/17/2024, DC-07/17/2024, DE-07/17/2024, FL-07/17/2024, GA-07/17/2024, HI-07/17/2024, IA-07/17/2024, ID-07/17/2024, IL-03/06/2024, IN-07/17/2024, KS-07/17/2024, KY-07/17/2024, LA-07/17/2024, MA-07/17/2024, MD-07/17/2024, ME-07/17/2024, MI-07/17/2024, MN-07/17/2024, MO-07/17/2024, MS-07/17/2024, MT-07/17/2024, NC-07/17/2024, ND-07/17/2024, NE-07/17/2024, NH-07/17/2024, NJ-07/17/2024, NM-07/17/2024, NV-07/17/2024, NY-07/17/2024, OH-07/17/2024, OK-07/17/2024, OR-07/17/2024, PA-07/17/2024, PR-07/17/2024, RI-07/17/2024, SC-07/17/2024, SD-07/17/2024, TN-07/17/2024, TX-07/17/2024, UT-07/17/2024, VA-07/17/2024, VT-07/17/2024, WA-07/17/2024, WI-07/17/2024, WV-07/17/2024, WY-07/17/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV