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DAVID A. NOYES & COMPANY

Advisory

N·CHICAGO, IL

Data as of Mar 5, 2015 · Source: SEC Form ADV

Total AUM

$501M

1-Year AUM Growth

+99.5%

3-Year CAGR

+14.1%

Employees

54

Assets Under Management

Total AUM$501M

Discretionary AUM$280M

Non-Discretionary AUM$221M

Discretionary %55.9%

Total Clients—

Team

Total Employees54

Investment Advisers103

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingFeb 8, 2007

Latest FilingMar 5, 2015

🔒 Full AUM trend chart and 23 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DAVID A. NOYES & COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.