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| Happy Holidays!! thanks for using AUM13F!! |
| Dean Investment Associates LLC
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| CRD # | 104635 |
| SEC # | 801-9895 |
| CIK # | 0000846797 |
| AUM | $895.6 M (2025-03-26) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000846797 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 10.6 | ||
| Altria Group Inc | 9.7 | ||
| Johnson & Johnson | 9.0 | ||
| Chevron Corp | 8.8 | ||
| XCEL Energy Inc | 8.8 | ||
| PepsiCo Inc | 8.4 | ||
| Littelfuse Inc /DE | 7.7 | ||
| Wisconsin Energy Corp | 7.5 | ||
| Verizon Communications Inc | 7.4 | ||
| Bank of New York Mellon Corp | 6.9 | ||
| EOG Resources Inc | 6.9 | ||
| BlackRock Inc | 6.8 | ||
| PNC Financial Services Group Inc | 6.7 | ||
| Duke Energy Corp | 6.5 | ||
| Fastenal Co | 6.4 | ||
| Cisco Systems Inc | 6.3 | ||
| Digital Realty Trust Inc | 6.2 | ||
| Texas Instruments Inc | 6.2 | ||
| Harris Corp /DE/ | 6.2 | ||
| Amdocs Ltd | 5.8 | ||
| Dollar General Corp | 5.7 | ||
| Healthsouth Corp | 5.7 | ||
| Union Pacific Corp | 5.6 | ||
| Hershey Co | 5.6 | ||
| Lamar Advertising Co/New | 5.6 | ||
| Omnicom Group Inc | 5.6 | ||
| Autozone Inc | 5.4 | ||
| Vishay Intertechnology Inc | 5.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 0.2 |
| (b) Individuals (high net worth individuals) | 41 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 0.9 |
| By Discretionary | ||
| Discretionary | 494 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 494 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 494 | 0.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000846797] | |
| SC 13G | [0000846797] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Dean Investment Associates LLC | LMP Corporate Loan Fund Inc | [2012-04-13] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Dean Investment Associates LLC
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|
OH | 0.9 |
|
Dean Financial Services LLC
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|
OH | 0.3 |
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|---|---|---|
|
Sittner & Nelson LLC
✚
|
OR | 0.9 |
|
Strid Group LLC
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PA | 0.9 |
|
Mengis Capital Management Inc
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OR | 0.9 |
|
Nippon Value Investors KK
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|
0.9 | |
|
The Mosaic Financial Group LLC
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IL | 0.9 |
|
Vantage Wealth Management LLC
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|
CA | 0.9 |
|
Pathway Financial Advisors LLC
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|
VT | 0.9 |
|
Zevin Asset Management LLC
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|
MA | 0.9 |
|
Weaver Consulting Group LLC
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|
CA | 0.9 |
|
GFG Capital LLC
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|
FL | 0.9 |