# DP Grow LLC

> 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.

- CRD: 308412
- Filed as: DP GROW LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308412
- AdvisorCensus page: https://advisorcensus.com/firm/dp-grow-llc-richmond-va-308412

## Quick answers

**How is DP Grow LLC compensated?**
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).

**Where is DP Grow LLC located?**
DP Grow LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is DP Grow LLC registered with the SEC or a state?**
DP Grow LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 308412.

**How much does DP Grow LLC manage?**
DP Grow LLC reports $2,334,761 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have DP Grow LLC's assets and staff changed since 2021?**
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.

**What types of clients does DP Grow LLC serve?**
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).

**Does DP Grow LLC 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/308412

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,334,761
- Discretionary: $2,334,761
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,334,761 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 129 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NC, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dp-grow.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,710,741 | 4 | March 30, 2021 |
| October 2022 | $19,711,992 | 5 | July 25, 2022 |
| October 2026 | $2,334,761 | 4 | September 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DP Grow LLC (CRD 308412): Form ADV filing data as of October 2026.