Firm profile

Asset Dedication, LLC

SAN FRANCISCO, CACRD 151988Registration Status: ApprovedEffective since November 15, 2010SEC # 801-71892Latest ADV March 31, 2026

Asset Dedication, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.9B in regulatory assets under management, 7 employees, 3 offices, and 6,174 accounts.

Assets Under Management
$2.9B
Employees
7
Offices
3 offices
Total Clients
1,998

Associated firm names

2 names listed
  • ASSET DEDICATION, LLC
  • BRANNING WEALTH MANAGEMENT, LLC

Leadership

1 roles identified
CCOJohn B. Burns

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

SAN FRANCISCO, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

SAN FRANCISCOPrimary office

Mississippi

NORTH JACKSON

2 office records listed · 3 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.9Bas of March 31, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
1,158
2
HNWI
41.4%
828
3
Pension Plans
0.4%
8
4
Corporations
0.2%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

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

Total AUM$2.9B
Total Accounts6,174
10Y AUM Change+$2.3B (+393.3%)

Private Funds

Private funds reported by Asset Dedication, LLC

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Employee Growth by Quarter

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

Total Employees7
Clients per Employee285:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
STEPHEN JARED HUXLEYDirect owner · Schedule AInterest in ASSET DEDICATION, LLC
25% to < 50%
JOHN BRENT BURNSDirect owner · Schedule AInterest in ASSET DEDICATION, LLC
25% to < 50%
DANIEL GRAY YEOMANDirect owner · Schedule AInterest in ASSET DEDICATION, LLC
10% to < 25%
JEREMY DANA FLETCHERDirect owner · Schedule AInterest in ASSET DEDICATION, LLC
10% to < 25%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Asset Dedication, LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

4 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1STEPHEN JARED HUXLEYMEMBER/MANAGER/CHIEF INVESTMENT STRATEGISTIndividualASSET DEDICATION, LLC25% to less than 50%Code CYesMEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST10/2009Schedule APDF page 20
2JOHN BRENT BURNSMEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICERIndividualASSET DEDICATION, LLC25% to less than 50%Code CYesMEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER10/2009Schedule APDF page 20
3DANIEL GRAY YEOMANMEMBER/MANAGER/DIRECTOR OF OPERATIONSIndividualASSET DEDICATION, LLC10% to less than 25%Code BYesMEMBER/MANAGER/DIRECTOR OF OPERATIONS10/2012Schedule APDF page 20
4JEREMY DANA FLETCHERMEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENTIndividualASSET DEDICATION, LLC10% to less than 25%Code BYesMEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT10/2011Schedule APDF page 20

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 11:32:44 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.