← Directory
DEMMING FINANCIAL SERVICES CORP.
CRD 120106File 801-69410
APPROVED
Retail clients
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$765.9M
Above cohort median (national)
Discretionary AUM
$765.9M
Clients
796
2,607 accounts
Employees
11
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 23, 2008
- Principal office
- 13 NEW HUDSON ROAD, AURORA, OH, 44202
- Phone
- 330-562-2122
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $765.9M
- Discretionary AUM
- $765.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,607
- Non-discretionary accounts
- 0
- Total accounts
- 2,607
- AUM per client
- $962K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 230 | $612.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 565 | $151.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 11 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 694 | 752 | increased by58 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $575,055,981 | $675,718,034 | increased by$100,662,053 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,897 | 3,228 | increased by331 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 718 | 694 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $462,823,487 | $575,055,981 | increased by$112,232,494 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,433 | 2,897 | increased by464 |
| Oct 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Oct 1, 2022 | Clients | 678 | 718 | increased by40 |
| Oct 1, 2022 | AUM | $525,856,010 | $462,823,487 | decreased by$63,032,523 |
| Oct 1, 2022 | Accounts | 2,267 | 2,433 | increased by166 |
| Oct 1, 2021 | Employees | 10 | 13 | increased by3 |
| Oct 1, 2021 | Custody | Yes | No | |
| Oct 1, 2021 | Clients | 656 | 678 | increased by22 |
| Oct 1, 2021 | AUM | $432,625,331 | $525,856,010 | increased by$93,230,679 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DEMMING FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DEMMING FINANCIAL” 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.