Firm profile

DENTIST ADVISORS

SALT LAKE CITY, UTCRD 149559Latest ADV March 31, 2026

Dentist Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 31, 2026, reports $504M in regulatory assets under management, 24 employees, 1 office, and 2,798 accounts.

Assets Under Management
$504M
Employees
24
Offices
1 office
Total Clients
768
Primary office
SALT LAKE CITY, UT
6440 S WASATCH BLVD., SUITE 215, SALT LAKE CITY, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew W. Mulcock

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.2% of total clients.
Top client categories% of clientsClients
1
Individuals
76.2%
585
2
HNWI
21.7%
167
3
Pension Plans
1.6%
12
4
Charitable
0.4%
3
5
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$504Mas of March 31, 2026
Discretionary100.0%
$504M
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.

Total AUM$504M
Total Accounts2,798
10Y AUM Change+$345M (+216.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees24
Clients per Employee32:1
10Y Employee Change+7 (+41.2%)

* 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.