{
  "crd_number": 105179,
  "slug": "d-f-dent-and-company-inc-baltimore-md-105179",
  "primary_business_name": "D.F. DENT AND COMPANY, INC.",
  "legal_name": "D.F. DENT AND COMPANY, INC.",
  "dbas": [],
  "city": "Baltimore",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-01-15",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-06-18",
  "carried_forward": false,
  "raum_total": 7880660780.0,
  "raum_discretionary": 7880660780.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 31,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 16,
      "description": "UMA/ WRAP FEE"
    },
    "charitable": {
      "raum": 465374395.0,
      "count": 64
    },
    "individuals": {
      "raum": 53399351.0,
      "count": 108
    },
    "state_municipal": {
      "raum": 85690997.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 744036769.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 1074579305.0,
      "count": 25
    },
    "other_investment_advisers": {
      "raum": 34309167.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 4494522069.0,
      "count": 903
    },
    "pooled_investment_vehicles": {
      "raum": 167067722.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 761681005.0,
      "count": 62
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DC",
    "DE",
    "FL",
    "IA",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WI"
  ],
  "websites": [
    "https://dfdent.com",
    "https://linkedin.com/company/df-dent-&-company"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105179",
  "city_as_filed": "BALTIMORE",
  "url": "https://advisorcensus.com/firm/d-f-dent-and-company-inc-baltimore-md-105179",
  "display_name": "D.F. Dent and Company, Inc.",
  "summary": "D.F. Dent and Company, Inc. is an SEC-registered investment advisory firm in Baltimore, MD, registered since 1980, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.",
  "citation": "AdvisorCensus. D.F. Dent and Company, Inc. (CRD 105179): 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 investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is D.F. Dent and Company, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), D.F. Dent and Company, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is D.F. Dent and Company, Inc. located?",
      "a": "D.F. Dent and Company, Inc.'s principal office is in Baltimore, MD, according to its Form ADV."
    },
    {
      "q": "Is D.F. Dent and Company, Inc. registered with the SEC or a state?",
      "a": "D.F. Dent and Company, Inc. is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105179."
    },
    {
      "q": "How much does D.F. Dent and Company, Inc. manage?",
      "a": "D.F. Dent and Company, Inc. reports $7,880,660,780 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have D.F. Dent and Company, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for D.F. Dent and Company, Inc.: Regulatory assets under management: $8,146,664,285 in the October 2021 data and $7,880,660,780 in the October 2026 data, down 3%. Total employees: 27 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does D.F. Dent and Company, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (903); individuals (other than high net worth individuals) (108); charitable organizations (64)."
    },
    {
      "q": "Which custodians does D.F. Dent and Company, Inc. use?",
      "a": "D.F. Dent and Company, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and PNC Wealth Management LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does D.F. Dent and Company, Inc. 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/105179"
    },
    {
      "q": "What changed in D.F. Dent and Company, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Registered or notice-filed in DE."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8146664285.0,
      "total_employees": 27,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9379230816.0,
      "total_employees": 28,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6450487807.0,
      "total_employees": 31,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8146343136.0,
      "total_employees": 31,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8600278540.0,
      "total_employees": 33,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7880660780.0,
      "total_employees": 31,
      "filing_date": "2026-06-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 16.",
        "Registered or notice-filed in DE."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 16 to 15."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "PNC Wealth Management LLC",
      "name_as_filed": "PNC WEALTH MANAGEMENT LLC",
      "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/d-f-dent-and-company-inc-baltimore-md-105179.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 108,
      "fewer_than_5": false,
      "raum": 53399351.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 903,
      "fewer_than_5": false,
      "raum": 4494522069.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 744036769.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 167067722.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 1074579305.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 64,
      "fewer_than_5": false,
      "raum": 465374395.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 85690997.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 34309167.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 62,
      "fewer_than_5": false,
      "raum": 761681005.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 16,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/105179",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}