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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 9, 2025 and March 31, 2026, reported AUM increased 12.3%, from $2.6B to $2.9B.
Across 5 reported observations, AUM increased 45.5% between March 29, 2022 and March 31, 2026, from $2.0B to $2.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 1,998 clients, or 399.6 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Asset Dedication, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
Unlock allContacts
JASON KEITH BRANNING
Investment Advisor Representative
- CRD
- #2955904
Samuel A Buchanan
--
- CRD
- #7805470
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
SMA allocation detail is available
Asset Dedication, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Asset Dedication, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.