DENALI ADVISORS, LLC
SEC RegisteredINNOVATIVE INVESTMENT SOLUTIONS
About the firm
Denali Advisors is a quantitative-based, institutional investment management firm founded in 2001 and one of the largest Native American-owned asset management firms in the United States. Denali is majority employee owned and operated, and is headquartered in San Diego, CA with offices in Anchorage, AK and Chicago, IL. Denali is a SEC Registered Investment Adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Value, Growth and Income strategies across U.S., Global, Emerging and Frontier equity markets, using non-biased fundamental research in scalable, systematic processes, with risk-controlled portfolio construction through mean-variance optimization.
Who they serve
Institutional public, corporate and high net worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 197 | $63M |
| High Net Worth Individuals | 60 | $178M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $165M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 1 | $19M |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 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. DENALI ADVISORS, LLC 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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