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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1185 | 1169 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.