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D.F. DENT AND COMPANY, INC.
CRD 105179File 801-11364
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.88B
Top 10% of cohort (national)
Discretionary AUM
$7.88B
Clients
1,169
1,171 accounts
Employees
31
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 15, 1980
- Principal office
- 400 EAST PRATT STREET, 7TH FLOOR, BALTIMORE, MD, 21202-3127
- Phone
- 410-837-2544
- Website
- HTTP://WWW.DFDENT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.88B
- Discretionary AUM
- $7.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,171
- Non-discretionary accounts
- 0
- Total accounts
- 1,171
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 62 | $761.7M |
| Investment companies | 4 | $744.0M |
| Charitable organizations | 64 | $465.4M |
| Other investment advisers | Fewer than 5 | $34.3M |
| High net worth individuals | 903 | $4.49B |
| Pooled investment vehicles | 3 | $167.1M |
| Pension and profit sharing plans | 25 | $1.07B |
| State or municipal government entities | Fewer than 5 | $85.7M |
| Individuals (other than high net worth individuals) | 108 | $53.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,185 | 1,169 | decreased by16 |
| Apr 1, 2026 | Employees | 33 | 31 | decreased by2 |
| Apr 1, 2026 | Clients | 1,309 | 1,185 | decreased by124 |
| Apr 1, 2026 | AUM | $8,600,278,540 | $7,880,660,780 | decreased by$719,617,760 |
| Apr 1, 2026 | Accounts | 1,294 | 1,171 | decreased by123 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 33 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,410 | 1,309 | decreased by101 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,379,230,816 | $8,600,278,540 | decreased by$778,952,276 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,316 | 1,294 | decreased by22 |
| May 1, 2022 | Employees | 27 | 28 | increased by1 |
| May 1, 2022 | Clients | 1,296 | 1,410 | increased by114 |
| May 1, 2022 | AUM | $8,146,664,285 | $9,379,230,816 | increased by$1,232,566,531 |
| May 1, 2022 | Accounts | 1,281 | 1,316 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DENT COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DENT COMPANY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.