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| Keyboard |
| Dean Financial Services LLC
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|---|---|
| CRD # | 129679 |
| SEC # | 801-62586 |
| CIK # | |
| AUM | 382.0 M (2026-03-27) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 144.1 |
| (b) Individuals (high net worth individuals) | 20 | 83.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 131.7 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 382.0 |
| By Discretionary | ||
| Discretionary | 525 | 382.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 382.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.0 | |
| Total | 525 | 382.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Dean Investment Associates LLC
✚
|
OH | 909.3 M |
|
Dean Financial Services LLC
✚
|
OH | 382.0 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Proctor Financial Inc
✚
|
MA | 382.3 M |
|
Red Tortoise LLC
✚
|
GA | 382.3 M |
|
Carter Financial Group Inc
✚
|
IL | 382.2 M |
|
Destiny Capital Corporation
✚
|
CO | 382.2 M |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 382.2 M |
|
Kirtland Hills Capital Management LLC
✚
|
OH | 382.0 M |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 382.0 M |
|
Dravo Bay LLC
✚
|
DE | 381.8 M |
|
Harbour Investment Management LLC
✚
|
WA | 381.6 M |
|
Unique Wealth Strategies
✚
|
IL | 381.5 M |