DAVID WENDELL ASSOCIATES, INC.
SEC RegisteredAbout the firm
Founded in 1979 by David T. Wendell and now located in Portsmouth, New Hampshire, the firm's investment philosophy is based on identifying high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment counsel
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 234 | $90M |
| High Net Worth Individuals | 208 | $988M |
| State/Municipal Entities | 17 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On first $500,000 | 0.80% |
| On next $500,000 | 0.70% |
| Above $1,000,000 | 0.60% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAVID WENDELL ASSOCIATES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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