DEAN FINANCIAL SERVICES, LLC
Legal name: DEAN FINANCIAL SERVICES
CRD #129679 SEC #801-62586 BEAVERCREEK, OH 937-222-9531
SEC Registered
Total AUM
$319.6M
Discretionary
$319.6M
Employees
8
Clients
25
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $319.6M | $319.6M | $0 | 8 | 0 |
| Mar 2024 | $266.8M | $266.8M | $0 | 9 | 0 |
| Dec 2023 | $206.5M | $206.5M | $0 | 10 | 0 |
| Mar 2023 | $206.5M | $206.5M | $0 | 10 | 0 |
| Mar 2022 | $230.8M | $230.8M | $0 | 11 | 222 |
| Mar 2021 | $231.3M | $231.3M | $0 | 11 | 200 |
| Dec 2020 | $206.6M | $206.6M | $0 | 12 | 190 |
| Jun 2020 | $206.6M | $206.6M | $0 | 12 | 190 |
| Mar 2020 | $206.6M | $206.6M | $0 | 12 | 190 |
| Feb 2020 | $170.7M | $170.7M | $0 | 12 | 190 |
| Mar 2019 | $170.7M | $170.7M | $0 | 12 | 190 |
| Mar 2018 | $180M | $180M | $0 | 12 | 171 |
| Mar 2017 | $190.1M | $190.1M | $0 | 14 | 200 |
| Mar 2016 | $179.9M | $179.9M | $0 | 13 | 150 |
| Mar 2015 | $187.1M | $187.1M | $0 | 12 | 150 |
| Dec 2014 | $174.3M | $174.3M | $0 | 12 | 150 |
| Mar 2014 | $174.3M | $174.3M | $0 | 12 | 150 |
| Mar 2013 | $150.4M | $150.4M | $0 | 12 | 150 |
| Feb 2013 | $135M | $135M | $0 | 11 | 150 |
| Nov 2012 | $135M | $135M | $0 | 11 | 150 |
| Mar 2012 | $135M | $135M | $0 | 11 | 150 |
| Jul 2011 | $272M | $272M | $0 | -- | -- |
| Jul 2011 | $272M | $272M | $0 | -- | -- |
| Mar 2011 | $272M | $272M | $0 | -- | -- |
| Sep 2010 | $247.6M | $0 | $247.6M | -- | -- |
| Mar 2008 | $373.6M | $0 | $373.6M | -- | -- |
| Mar 2007 | $505.2M | $0 | $505.2M | -- | -- |
| Mar 2006 | $445.9M | $0 | $445.9M | -- | -- |
| Dec 2005 | $98.6M | $0 | $98.6M | -- | -- |
| Mar 2004 | $22.8M | $22.8M | $0 | -- | -- |
| Dec 2003 | $22.1M | $22.1M | $0 | -- | -- |
DateMar 2025
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees11
Clients222
DateMar 2021
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees11
Clients200
DateDec 2020
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees12
Clients190
DateJun 2020
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees12
Clients190
DateMar 2020
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees12
Clients190
DateFeb 2020
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees12
Clients190
DateMar 2019
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees12
Clients190
DateMar 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees12
Clients171
DateMar 2017
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees14
Clients200
DateMar 2016
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees13
Clients150
DateMar 2015
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees12
Clients150
DateDec 2014
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees12
Clients150
DateMar 2014
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees12
Clients150
DateMar 2013
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees12
Clients150
DateFeb 2013
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees11
Clients150
DateNov 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees11
Clients150
DateMar 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees11
Clients150
DateJul 2011
Total AUM$272M
Discretionary$272M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$272M
Discretionary$272M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$272M
Discretionary$272M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$247.6M
Discretionary$0
Non-Disc.$247.6M
Employees--
Clients--
DateMar 2008
Total AUM$373.6M
Discretionary$0
Non-Disc.$373.6M
Employees--
Clients--
DateMar 2007
Total AUM$505.2M
Discretionary$0
Non-Disc.$505.2M
Employees--
Clients--
DateMar 2006
Total AUM$445.9M
Discretionary$0
Non-Disc.$445.9M
Employees--
Clients--
DateDec 2005
Total AUM$98.6M
Discretionary$0
Non-Disc.$98.6M
Employees--
Clients--
DateMar 2004
Total AUM$22.8M
Discretionary$22.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$22.1M
Discretionary$22.1M
Non-Disc.$0
Employees--
Clients--