Dean Roland Russell, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 16, 2026, reports $351M in regulatory assets under management, 6 employees, and 555 accounts.
Assets Under Management
$351M
Employees
6
Offices
--
Total Clients
176
Primary office
SAN DIEGO, CA
16880 WEST BERNARDO DRIVE, SUITE 170, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.4% of total clients.
Top client categories% of clientsClients
1
HNWI
78.4%
138
2
Individuals
21.0%
37
3
Pension Plans
0.6%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 16, 2026
Discretionary100.0%
$351M
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$351M
Total Accounts555
10Y AUM Change+$137M (+64.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee29:1
10Y Employee Change+2 (+50.0%)
* 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.