# H. C. Denison Co.

> H. C. Denison Co. is an SEC-registered investment advisory firm in Sheboygan, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 1628
- Filed as: H. C. DENISON CO.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sheboygan, WI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/1628
- AdvisorCensus page: https://advisorcensus.com/firm/h-c-denison-co-sheboygan-wi-1628

## Quick answers

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

**How much does H. C. Denison Co. charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Up to $250,000: 1.2% a year; $250,001 to $500,000: 1% a year; $500,001 to $1,000,000: 0.9% a year; $1,000,001 to $5,000,000: 0.8% a year; Above $5,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is H. C. Denison Co. located?**
H. C. Denison Co.'s principal office is in Sheboygan, WI, according to its Form ADV.

**Is H. C. Denison Co. registered with the SEC or a state?**
H. C. Denison Co. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 1628.

**How much does H. C. Denison Co. manage?**
H. C. Denison Co. reports $310,044,598 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have H. C. Denison Co.'s assets and staff changed since 2025?**
In the Form ADV data for H. C. Denison Co.: Regulatory assets under management: $177,342,193 in the October 2025 data and $310,044,598 in the October 2026 data, up 75%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does H. C. Denison Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (93).

**Which custodians does H. C. Denison Co. use?**
H. C. Denison Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Hilltop Securities Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does H. C. Denison Co. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/1628

**Does H. C. Denison Co. state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "There is an account minimum of $25,000."

**What changed in H. C. Denison Co.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $177,342,193 to $310,044,598 (+75%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Up to $250,000: 1.2% a year
- $250,001 to $500,000: 1% a year
- $500,001 to $1,000,000: 0.9% a year
- $1,000,001 to $5,000,000: 0.8% a year
- Above $5,000,001: 0.75% a year

> $0 - $250,000 1.20% $250,001 - $500,000 1.00% $500,001 - $1,000,000 0.90% $1,000,001 - $5,000,000 0.80% $5,000,001 - AND UP 0.75%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: $25,000

> There is an account minimum of $25,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Hilltop Securities Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $310,044,598
- Discretionary: $310,044,598
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $121,235,712 |
| High net worth individuals | 93 | $188,808,886 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/1628

### Websites listed on Form ADV (Item 1.I)
- hcdenison.com
- LinkedIn @h-c-denison-co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $177,342,193 | 4 | March 14, 2025 |
| October 2026 | $310,044,598 | 4 | March 23, 2026 |

Regulatory assets under management: $177,342,193 in the October 2025 data and $310,044,598 in the October 2026 data, up 75%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $177,342,193 to $310,044,598 (+75%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H. C. Denison Co. (CRD 1628): Form ADV filing data as of October 2026.