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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HorizonInsight +more
- Established Date
- 01-05-2010
- Office Locations
- 2
Office Locations
About Asset Dedication, LLC
Asset Dedication, LLC provides turnkey asset management for financial planners, aligning portfolios to each client’s financial plan while handling billing, reporting, account aggregation, and white-labeled client portals. Strategies include proprietary fixed-income laddering (munis, corporates, CDs, agencies) for future spending, time-targeted growth portfolios using game theory, and principal-protection income sleeves held to maturity, with tax-aware implementation and bond-downgrade alerts.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN BRENT BURNS
Chief Compliance Officer, Manager, President
- CRD
- #4297305
- Ownership
- 25% but less than 50%
STEPHEN JARED HUXLEY
Chief Investment Strategist, Manager, Managing Director
- CRD
- #4596883
- Ownership
- 25% but less than 50%
Ridge fusion
Vector focus
- CRD
- #77356
- Ownership
- 28.0%
Showing 2 of 4 owners & executives
Unlock allContacts
JASON KEITH BRANNING
Investment Advisor Representative
- CRD
- #2955904
Samuel A Buchanan
--
- CRD
- #7805470
Atlas element
Element zenith unison
- CRD
- #22479
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,932,920,407 | $475,044 |
| Non-Discretionary | $0 | -- |
| Total | $2,932,920,407 | $475,044 |
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Separately Managed Accounts
Total SMA Asset: $2,932,920,407
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,356,960,866 | 19.2% |
| U.S. Government/Agency | $381,645,244 | 5.4% |
| Equity - Exchange | $1,964,766,254 | 27.8% |
| Cash | $1,823,416,164 | 25.8% |
| Municipal Bonds | $1,540,715,982 | 21.8% |
| Total | $7,067,504,510 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VITAL ATLAS | SUMMIT NORTH | 1CTOL0ASN | YMR | 1.65% | $71,656,719 |
| VITAL SIGNAL ATLAS | NORTH CATALYST | Y5V1UD60I | JAAIH | 4.30% | $117,086,633 |
| CREST TIMBER VALUE | SUMMIT ZENITH | 9ENF53HXC | UNKOA | 2.56% | $54,162,516 |
| INSIGHT PATHWAY | HORIZON CATALYST | EQG85ILF8 | BJDB | 8.24% | $60,036,515 |
| EAGLE LEGACY | BRIDGE GLACIER | JAPVHO3QH | WSOXI | 6.33% | $2,384,683 |
| UNISON SUMMIT VECTOR | LEGACY WAVE | N5CUWKSFP | ALAZ | 5.28% | $48,300,647 |
| HORIZON ALPHA EAGLE | BEACON ALPHA | GHXI788H2 | OFISI | 8.82% | $74,718,143 |
| BRIDGE DELTA | TIMBER OPTIMA | B73IZJ3OO | GCFWX | 2.01% | $30,829,930 |