← Directory
HAROLD DANCE INVESTMENTS
Legal name: HAROLD W. DANCE INC.
CRD 1582File 801-129647
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$158.0M
Bottom 25% of cohort (national)
Discretionary AUM
$158.0M
Clients
306
409 accounts
Employees
8
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 19, 2024
- Principal office
- 72 E CENTER STREET, LOGAN, UT, 84321
- Phone
- 435-752-8484
- Website
- HTTP://WWW.HAROLDDANCE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.0M
- Discretionary AUM
- $158.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 409
- Non-discretionary accounts
- 0
- Total accounts
- 409
- AUM per client
- $516K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.0M |
| High net worth individuals | 21 | $32.0M |
| Individuals (other than high net worth individuals) | 281 | $122.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 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.