# Dimatteo Financial Group

> Dimatteo Financial Group is a state-registered investment advisory firm in Chadds Ford, PA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 155988
- Filed as: DIMATTEO FINANCIAL GROUP
- Legal name: Dimatteo Financial Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chadds Ford, PA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155988
- AdvisorCensus page: https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988

## Quick answers

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

**Where is Dimatteo Financial Group located?**
Dimatteo Financial Group's principal office is in Chadds Ford, PA, according to its Form ADV.

**Is Dimatteo Financial Group registered with the SEC or a state?**
Dimatteo Financial Group is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155988.

**How much does Dimatteo Financial Group manage?**
Dimatteo Financial Group reports $42,294,804 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (0% discretionary).

**What types of clients does Dimatteo Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does Dimatteo Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155988

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,294,804
- Discretionary: $0
- Non-discretionary: $42,294,804

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $9,570,271 |
| High net worth individuals | Fewer than 5 | $2,906,039 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $29,818,494 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dimatteofinancialgroup.com
- Facebook @DiMatteo-Financial-Group-Inc-102717966475515

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dimatteo Financial Group (CRD 155988): Form ADV filing data as of October 2026.