# DODGE & COX

DODGE & COX of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104596
- Type: SEC-registered investment adviser
- SEC file number: 801-1895
- Location: 555 CALIFORNIA STREET, 40TH FLOOR, SAN FRANCISCO, CA, 94104
- Phone: 415-981-1710
- Latest filing: 2026-04-17
- Regulatory AUM: $466.6B
- Discretionary AUM: $465.6B
- Non-discretionary AUM: $984.9M
- Clients: 336
- Accounts: 740

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Stephen Scott | CHIEF FINANCIAL OFFICER, TREASURER AND ASSISTANT SECRETARY; CHIEF FINANCIAL OFFICER, TREASURER, AND ASSISTANT SECRETARY | VANCOUVER, A1 |
| Katherine Marie Primas | CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER | — |
| Roberta Rumie Waiyee Kameda | GENERAL COUNSEL, VP, SECRETARY, & SHAREHOLDER | — |
| David Clinton Hoeft | CHAIR, CHIEF INVESTMENT OFFICER, DIRECTOR, & SHAREHOLDER; DIRECTOR, SVP, CHIEF INVESTMENT OFFICER, & SHAREHOLDER | — |
| Roger George Kuo | CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR, & SHAREHOLDER; PRESIDENT, DIRECTOR, & SHAREHOLDER | — |
| Philippe Barret | DIRECTOR, SVP, & SHAREHOLDER | — |
| Lucinda Ingle Johns | DIRECTOR, SVP, & SHAREHOLDER | — |
| Raymond Joseph Mertens | DIRECTOR, SVP, & SHAREHOLDER | — |
| Steven Coerte Voorhis | SVP, DIRECTOR OF RESEARCH & SHAREHOLDER; SVP, DIRECTOR OF RESEARCH, & SHAREHOLDER | — |
| Hallie Welch Marshall | CHIEF OPERATING OFFICER, VP, & SHAREHOLDER | — |
| Dana Morton Emery | CHAIR, CEO, DIRECTOR, & SHAREHOLDER | — |
| William Wilton Strickland | CHIEF OPERATING OFFICER, SVP, & SHAREHOLDER | — |
| HAGEY HARRY ROBERT | CHAIRMAN, CEO & DIRECTOR; CHAIRMAN & DIRECTOR | — |
| GUNN JOHN ALBERT | CEO, CIO & DIRECTOR; CHAIRMAN, CEO & DIRECTOR; CHAIRMAN, CEO, & DIRECTOR (+4 more) | — |
| SHAPIRO ALLEN HORTON | SENIOR VP & DIRECTOR | — |
| OLIVIER KENNETH EDWARD | CHAIRMAN, CEO, & DIRECTOR; CHAIRMAN, CEO, DIRECTOR, & SHAREHOLDER; CHAIRMAN EMERITUS, DIRECTOR (UNTIL  5/14/14), & SHAREHOLDER (+5 more) | — |
| EMERY DANA MORTON | CEO, PRESIDENT, CO-DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER; CEO, PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER; CEO, PRESIDENT, DIRECTOR, & SHAREHOLDER (+7 more) | — |
| MISTELE THOMAS MARTIN | COO, SENIOR COUNSEL, SECRETARY, & DIRECTOR; COO, SENIOR COUNSEL, SECRETARY, DIRECTOR, & SHAREHOLDER; EVP, SENIOR COUNSEL, SECRETARY, DIRECTOR, & SHAREHOLDER (+3 more) | — |
| LOLL JOHN MICHAEL | TREASURER, VP, & SHAREHOLDER; VP & TREASURER | — |
| POHL CHARLES FREDERICK | CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER; CHAIRMAN, DIRECTOR, & SHAREHOLDER; CO-PRESIDENT, CIO, & DIRECTOR (+4 more) | — |
| VENEGAS MARCIA PAULINA | CHIEF COMPLIANCE OFFICER | — |
| CAMERON C BRYAN | DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER; SVP & DIRECTOR OF RESEARCH; VP & DIRECTOR OF RESEARCH | — |
| VENEGAS MARCIA P | CHIEF COMPLIANCE OFFICER | — |
| SCOTT STEPHEN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, TREASURER AND ASSISTANT SECRETARY | — |
| LOLL JOHN M | VP & TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104596/similar
- Related entities: https://search.stillhousedata.com/firm/104596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104596

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.