Investment adviser · CRD 105879

DANA INVESTMENT ADVISORS INC

Investment adviser filing (IA)

WAUKESHA, WI, United States · Form ADV filed Mar 24, 2026

Regulatory AUM: $6.08B
Client accounts: 3,979
Employees: 60
Advisory professionals: 28

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	710	$1,933,191,530	31.8%
Government entities	57	$1,031,797,059	17.0%
Corporations & businesses	103	$823,616,703	13.6%
Retirement plans	41	$717,183,235	11.8%
Charities	68	$415,328,264	6.8%
Investment companies	6	$350,728,730	5.8%
Individuals	620	$321,355,974	5.3%
Other clients	673	$279,493,237	4.6%
Insurance companies	11	$203,703,657	3.4%
Banks & thrifts	Fewer than 5	$123,998	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2064294 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

20700 SWENSON DRIVE, SUITE 400
WAUKESHA, WI, 53186-0904, United States

CRD 105879

Filing source

Form ADV 2064294 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.