{
  "crd_number": 151988,
  "slug": "asset-dedication-llc-san-francisco-ca-151988",
  "primary_business_name": "ASSET DEDICATION, LLC",
  "legal_name": "ASSET DEDICATION, LLC",
  "dbas": [
    "BRANNING WEALTH MANAGEMENT, LLC"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-11-15",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2932920407.0,
  "raum_discretionary": 2932920407.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1351630.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 476161532.0,
      "count": 1158
    },
    "pension_profit_sharing": {
      "raum": 8336466.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 2443277865.0,
      "count": 828
    },
    "corporations_other_businesses": {
      "raum": 3792914.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://assetdedication.com",
    "https://x.com/jbrentburns?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151988",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988",
  "display_name": "Asset Dedication, LLC",
  "summary": "Asset Dedication, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Asset Dedication, LLC (CRD 151988): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Dedication, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Dedication, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Asset Dedication, LLC located?",
      "a": "Asset Dedication, LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Asset Dedication, LLC registered with the SEC or a state?",
      "a": "Asset Dedication, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 151988."
    },
    {
      "q": "How much does Asset Dedication, LLC manage?",
      "a": "Asset Dedication, LLC reports $2,932,920,407 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Asset Dedication, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Dedication, LLC: Regulatory assets under management: $1,437,081,527 in the October 2021 data and $2,932,920,407 in the October 2026 data, up 104%. Total employees: 11 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Dedication, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,158); high net worth individuals (828); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Asset Dedication, LLC use?",
      "a": "Asset Dedication, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity and Jefferson National as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Asset Dedication, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151988"
    },
    {
      "q": "What changed in Asset Dedication, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,612,447,129 to $2,932,920,407 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1437081527.0,
      "total_employees": 11,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2015222595.0,
      "total_employees": 13,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2097582492.0,
      "total_employees": 13,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2538962898.0,
      "total_employees": 7,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2612447129.0,
      "total_employees": 7,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2932920407.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,612,447,129 to $2,932,920,407 (+12%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID, KY, NM, WV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    },
    {
      "name": "Jefferson National",
      "name_as_filed": "JEFFERSON NATIONAL",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1158,
      "fewer_than_5": false,
      "raum": 476161532.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 828,
      "fewer_than_5": false,
      "raum": 2443277865.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8336466.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1351630.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3792914.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151988",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}