# David, Alan R.

> David, Alan R. is a state-registered investment advisory firm in San Jose, CA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated January 7, 2026.

- CRD: 155700
- Filed as: DAVID, ALAN R.
- Legal name: David, Alan Russell
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155700
- AdvisorCensus page: https://advisorcensus.com/firm/david-alan-r-san-jose-ca-155700

## Quick answers

**How is David, Alan R. compensated?**
On its Form ADV (Item 5.E, October 2026), David, Alan R. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is David, Alan R. located?**
David, Alan R.'s principal office is in San Jose, CA, according to its Form ADV.

**Is David, Alan R. registered with the SEC or a state?**
David, Alan R. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 155700.

**Does David, Alan R. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155700

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alandavidcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David, Alan R. (CRD 155700): Form ADV filing data as of October 2026.