# Asset Dedication, LLC

> 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.

- CRD: 151988
- Filed as: ASSET DEDICATION, LLC
- Also doing business as: BRANNING WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151988
- AdvisorCensus page: https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988

## Quick answers

**How is Asset Dedication, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Dedication, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Asset Dedication, LLC located?**
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).

**Is Asset Dedication, LLC registered with the SEC or a state?**
Asset Dedication, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 151988.

**How much does Asset Dedication, LLC manage?**
Asset Dedication, LLC reports $2,932,920,407 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Asset Dedication, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Asset Dedication, LLC serve?**
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).

**Which custodians does Asset Dedication, LLC use?**
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.

**Does Asset Dedication, LLC report any disciplinary disclosures?**
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

**What changed in Asset Dedication, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,612,447,129 to $2,932,920,407 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity
- Jefferson National

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,932,920,407
- Discretionary: $2,932,920,407
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,158 | $476,161,532 |
| High net worth individuals | 828 | $2,443,277,865 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $8,336,466 |
| Charitable organizations | 1 | $1,351,630 |
| Corporations or other businesses not listed above | 3 | $3,792,914 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2010 (15 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- North Jackson, MS

### Websites listed on Form ADV (Item 1.I)
- assetdedication.com
- X @jbrentburns

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,437,081,527 | 11 | March 31, 2021 |
| October 2022 | $2,015,222,595 | 13 | March 29, 2022 |
| October 2023 | $2,097,582,492 | 13 | September 7, 2023 |
| October 2024 | $2,538,962,898 | 7 | March 18, 2024 |
| October 2025 | $2,612,447,129 | 7 | April 9, 2025 |
| October 2026 | $2,932,920,407 | 7 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,612,447,129 to $2,932,920,407 (+12%).

### January 2026
- No longer registered or notice-filed in ID, KY, NM, WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Dedication, LLC (CRD 151988): Form ADV filing data as of October 2026.