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H. C. DENISON CO.

CRD 1628File 801-131334
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$310.0M
Below cohort median (national)
Discretionary AUM
$310.0M
Clients
343
889 accounts
Employees
4
Below cohort median in WI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Oct 23, 2024
Principal office
618 NORTH 7TH STREET, SHEBOYGAN, WI, 53081
Phone
920 457-9451

Assets & accounts

ADV Item 5F
Total regulatory AUM
$310.0M
Discretionary AUM
$310.0M
Non-discretionary AUM
$0
Discretionary accounts
889
Non-discretionary accounts
0
Total accounts
889
AUM per client
$904K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals93$188.8M
Individuals (other than high net worth individuals)250$121.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • 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 11
  • Q11
  • Q11D2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.