{
  "crd_number": 308412,
  "slug": "dp-grow-llc-richmond-va-308412",
  "primary_business_name": "DP GROW LLC",
  "legal_name": "DP GROW LLC",
  "dbas": [],
  "city": "Richmond",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-05-04",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 2334761.0,
  "raum_discretionary": 2334761.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2334761.0,
      "count": 14
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 129
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "NC",
    "TN",
    "VA"
  ],
  "websites": [
    "https://dp-grow.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308412",
  "city_as_filed": "RICHMOND",
  "url": "https://advisorcensus.com/firm/dp-grow-llc-richmond-va-308412",
  "display_name": "DP Grow LLC",
  "summary": "DP Grow LLC is a state-registered investment advisory firm in Richmond, VA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. DP Grow LLC (CRD 308412): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is DP Grow LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DP Grow LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is DP Grow LLC located?",
      "a": "DP Grow LLC's principal office is in Richmond, VA, according to its Form ADV."
    },
    {
      "q": "Is DP Grow LLC registered with the SEC or a state?",
      "a": "DP Grow LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 308412."
    },
    {
      "q": "How much does DP Grow LLC manage?",
      "a": "DP Grow LLC reports $2,334,761 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have DP Grow LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for DP Grow LLC: Regulatory assets under management: $3,710,741 in the October 2021 data and $2,334,761 in the October 2026 data, down 37%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DP Grow LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (129); individuals (other than high net worth individuals) (14)."
    },
    {
      "q": "Does DP Grow LLC report any disciplinary disclosures?",
      "a": "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/308412"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3710741.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 19711992.0,
      "total_employees": 5,
      "filing_date": "2022-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2334761.0,
      "total_employees": 4,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dp-grow-llc-richmond-va-308412.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 2334761.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 129,
      "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/308412",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}