# Dibenedetto & Associates Ltd

> 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.

- CRD: 108092
- Filed as: DIBENEDETTO & ASSOCIATES LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Loves Park, IL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108092
- AdvisorCensus page: https://advisorcensus.com/firm/dibenedetto-and-associates-ltd-loves-park-il-108092

## Quick answers

**How is Dibenedetto & Associates Ltd compensated?**
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).

**What does Dibenedetto & Associates Ltd's brochure say about its fees?**
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.

**Where is Dibenedetto & Associates Ltd located?**
Dibenedetto & Associates Ltd's principal office is in Loves Park, IL, according to its Form ADV.

**Is Dibenedetto & Associates Ltd registered with the SEC or a state?**
Dibenedetto & Associates Ltd is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108092.

**How much does Dibenedetto & Associates Ltd manage?**
Dibenedetto & Associates Ltd reports $333,053,485 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (93% discretionary).

**How have Dibenedetto & Associates Ltd's assets and staff changed since 2021?**
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.

**What types of clients does Dibenedetto & Associates Ltd serve?**
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).

**Does Dibenedetto & Associates Ltd 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/108092

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Up to $499,999.99: 1.25% a year
- $500,000 to $999,999: 1% a year
- Above $999,999: see the brochure

> 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%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $333,053,485
- Discretionary: $309,374,840
- Non-discretionary: $23,678,645

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $46,402,487 |
| High net worth individuals | 89 | $235,853,969 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $50,797,029 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dibenedettoandassociates.com
- trustdnb.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $236,235,992 | 3 | March 24, 2021 |
| October 2022 | $266,631,114 | 3 | March 25, 2022 |
| October 2023 | $229,455,644 | 3 | March 23, 2023 |
| October 2024 | $254,133,884 | 3 | March 19, 2024 |
| October 2025 | $312,524,392 | 3 | March 19, 2025 |
| October 2026 | $333,053,485 | 3 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dibenedetto & Associates Ltd (CRD 108092): Form ADV filing data as of October 2026.