Dean Financial Services
Dean Financial Services is an SEC-registered wealth manager in Beavercreek, OH with $382.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Dean Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129679, SEC 801-62586, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $382.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Beavercreek, OH
- Employees
- 9
- Clients
- 277
- CRD
- 129679
- Ownership
- MILLER, STEPHEN, MICHAEL; RINDLER, DEBRA, ELIZABETH; C.H. DEAN, INC.; DEAN, DENNIS, DUANE; DEAN C H & ASSOCIATES, INC.
How much AUM does Dean Financial Services have?
Dean Financial Services reported $382.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Dean Financial Services?
Disclosed owners and executives of Dean Financial Services include MILLER, STEPHEN, MICHAEL, RINDLER, DEBRA, ELIZABETH, C.H. DEAN, INC., DEAN, DENNIS, DUANE, DEAN C H & ASSOCIATES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.