Dodge & Cox

Overview

Dodge & Cox is an SEC registered investment adviser based in San Francisco, CA, registered since 1959. It reports $467B in assets under management across 740 accounts, with 336 employees. It has 1 investment adviser representatives.

Reported AUM

$467B

Discretionary

100%

Accounts

740

Average account

$63M

Employees

336

Advisory reps

1

Registered since

1959

Jurisdictions

42

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 10

• Roger George Kuo Chief Executive Officer, President, Director CRD 3115090
• David Clinton Hoeft Chair, Chief Investment Officer, Director CRD 2959073
• Hallie Welch Marshall Chief Operating Officer, Vice President, Shareholder CRD 8210022

7 more executive officers, with direct contact details

Advisory reps 1 of 1

• Kevin Darnell Johnson Registered Rep · Investment Adviser Rep CRD 2959084

Location

Headquarters

555 California St Fl 40
San Francisco, CA 94104

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: dodgeandcox.com

Every state, with registration dates

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