{
  "crd_number": 108092,
  "slug": "dibenedetto-and-associates-ltd-loves-park-il-108092",
  "primary_business_name": "DIBENEDETTO & ASSOCIATES LTD",
  "legal_name": "DIBENEDETTO & ASSOCIATES LTD",
  "dbas": [],
  "city": "Loves Park",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "40420",
  "metro": {
    "cbsa_code": "40420",
    "common_name": "Rockford",
    "msa_name": "Rockford, IL",
    "path": "/advisors/il/rockford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-02-02",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 333053485.0,
  "raum_discretionary": 309374840.0,
  "raum_non_discretionary": 23678645.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 46402487.0,
      "count": 225
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 50797029.0,
      "count": 7
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 235853969.0,
      "count": 89
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "TX"
  ],
  "websites": [
    "https://dibenedettoandassociates.com",
    "https://trustdnb.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108092",
  "city_as_filed": "LOVES PARK",
  "url": "https://advisorcensus.com/firm/dibenedetto-and-associates-ltd-loves-park-il-108092",
  "display_name": "Dibenedetto & Associates Ltd",
  "summary": "Dibenedetto & Associates Ltd is an SEC-registered investment advisory firm in Loves Park, IL, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Dibenedetto & Associates Ltd (CRD 108092): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Dibenedetto & Associates Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dibenedetto & Associates Ltd reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Dibenedetto & Associates Ltd's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $499,999.99: 1.25% a year; $500,000 to $999,999: 1% a year; Above $999,999: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dibenedetto & Associates Ltd located?",
      "a": "Dibenedetto & Associates Ltd's principal office is in Loves Park, IL, according to its Form ADV."
    },
    {
      "q": "Is Dibenedetto & Associates Ltd registered with the SEC or a state?",
      "a": "Dibenedetto & Associates Ltd is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108092."
    },
    {
      "q": "How much does Dibenedetto & Associates Ltd manage?",
      "a": "Dibenedetto & Associates Ltd reports $333,053,485 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (93% discretionary)."
    },
    {
      "q": "How have Dibenedetto & Associates Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dibenedetto & Associates Ltd: Regulatory assets under management: $236,235,992 in the October 2021 data and $333,053,485 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dibenedetto & Associates Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (89); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Does Dibenedetto & Associates Ltd 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/108092"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 236235992.0,
      "total_employees": 3,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 266631114.0,
      "total_employees": 3,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 229455644.0,
      "total_employees": 3,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 254133884.0,
      "total_employees": 3,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 312524392.0,
      "total_employees": 3,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 333053485.0,
      "total_employees": 3,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [
      {
        "band": "Up to $499,999.99",
        "rate": "1.25%"
      },
      {
        "band": "$500,000 to $999,999",
        "rate": "1%"
      },
      {
        "band": "Above $999,999",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $499,999.99: 1.25% a year",
          "$500,000 to $999,999: 1% a year",
          "Above $999,999: see the brochure"
        ],
        "quotes": [
          "Our basic rates for assets under management, fees are based on a scale below:  0-$499,999.99  1.25% annual rate $500,000.00-$999,999 1% annual rate $1,000,000.00 and up less than 1%"
        ]
      }
    ],
    "quotes": [
      "Our basic rates for assets under management, fees are based on a scale below:  0-$499,999.99  1.25% annual rate $500,000.00-$999,999 1% annual rate $1,000,000.00 and up less than 1%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dibenedetto-and-associates-ltd-loves-park-il-108092.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 225,
      "fewer_than_5": false,
      "raum": 46402487.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 235853969.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 50797029.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "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/108092",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}