Dibenedetto & Associates Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Loves Park, IL. Its latest Form ADV filing, dated March 25, 2026, reports $333M in regulatory assets under management, 3 employees, and 640 accounts.
Assets Under Management
$333M
Employees
3
Offices
--
Total Clients
321
Primary office
LOVES PARK, IL
4920 FOREST HILLS ROAD, LOVES PARK, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
225
2
HNWI
27.7%
89
3
Pension Plans
2.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 25, 2026
Discretionary92.9%
$309M
93% of total RAUM92.9%
Non-discretionary7.1%
$24M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$333M
Total Accounts640
10Y AUM Change+$178M (+115.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee107:1
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.