BEAVERCREEK, OHCRD 104635Latest ADV March 27, 2026
Dean Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beavercreek, OH. Its latest Form ADV filing, dated March 27, 2026, reports $909M in regulatory assets under management, 10 employees, and 483 accounts.
Assets Under Management
$909M
Employees
10
Offices
--
Total Clients
308
Primary office
BEAVERCREEK, OH
3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
236
2
HNWI
13.0%
40
3
Pension Plans
3.6%
11
4
Corporations
3.2%
10
5
Charitable
2.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$909Mas of March 27, 2026
Discretionary100.0%
$909M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$909M
Total Accounts483
10Y AUM Change+$181M (+24.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.