# D.F. Dent and Company, Inc.

> 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.

- CRD: 105179
- Filed as: D.F. DENT AND COMPANY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105179
- AdvisorCensus page: https://advisorcensus.com/firm/d-f-dent-and-company-inc-baltimore-md-105179

## Quick answers

**How is D.F. Dent and Company, Inc. compensated?**
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.

**Where is D.F. Dent and Company, Inc. located?**
D.F. Dent and Company, Inc.'s principal office is in Baltimore, MD, according to its Form ADV.

**Is D.F. Dent and Company, Inc. registered with the SEC or a state?**
D.F. Dent and Company, Inc. is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105179.

**How much does D.F. Dent and Company, Inc. manage?**
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).

**How have D.F. Dent and Company, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does D.F. Dent and Company, Inc. serve?**
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).

**Which custodians does D.F. Dent and Company, Inc. use?**
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.

**Does D.F. Dent and Company, Inc. 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/105179

**What changed in D.F. Dent and Company, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Registered or notice-filed in DE.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- PNC Wealth Management LLC

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: $7,880,660,780
- Discretionary: $7,880,660,780
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $53,399,351 |
| High net worth individuals | 903 | $4,494,522,069 |
| Investment companies | 4 | $744,036,769 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $167,067,722 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $1,074,579,305 |
| Charitable organizations | 64 | $465,374,395 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $85,690,997 |
| Other investment advisers | Fewer than 5 | $34,309,167 |
| Corporations or other businesses not listed above | 62 | $761,681,005 |
| Other | 16 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1980 (46 years)
- Employees: 31 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, DC, DE, FL, IA, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dfdent.com](https://dfdent.com)
- LinkedIn @df-dent-&-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,146,664,285 | 27 | March 31, 2021 |
| October 2022 | $9,379,230,816 | 28 | April 1, 2022 |
| October 2023 | $6,450,487,807 | 31 | March 31, 2023 |
| October 2024 | $8,146,343,136 | 31 | March 26, 2024 |
| October 2025 | $8,600,278,540 | 33 | March 31, 2025 |
| October 2026 | $7,880,660,780 | 31 | June 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 16.
- Registered or notice-filed in DE.

### January 2026
- No longer registered or notice-filed in CO.

### December 2025
- Employees performing advisory functions went from 16 to 15.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D.F. Dent and Company, Inc. (CRD 105179): Form ADV filing data as of October 2026.