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- Custodian
- Broadridge · Deutsche Bank · Fidelity/NFS · Goldman Sachs · PNC · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-1980
- Office Locations
- 2
Office Locations
About D.f. Dent AND Company, Inc.
D.F. Dent and Company, Inc. is a Baltimore-based investment adviser serving retail and institutional clients, including entrepreneurs. The firm provides asset management and financial planning (tax and estate planning, insurance, and portfolio construction). Investment implementation emphasizes ETFs and mutual funds, with SMA allocations predominantly in equity ETFs alongside municipal and government/IG corporate bonds.
Reported data analysis
What the numbers show
Between August 6, 2025 and June 18, 2026, reported AUM decreased 8.4%, from $8.6B to $7.9B.
Across 5 reported observations, AUM decreased 16.0% between April 1, 2022 and June 18, 2026, from $9.4B to $7.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 1,201 clients, or 75.1 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 2 reported office locations and 46 years in operation. The source data was last updated on June 18, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full D.f. Dent AND Company, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL FORBES DENT
Chairman, Vice President
- CRD
- #4347484
- Ownership
- 25% but less than 50%
MATTHEW FORBES DENT
Investment Advisor, President
- CRD
- #2929032
- Ownership
- 25% but less than 50%
Showing 2 of 10 owners & executives
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LINDA WATSON MCCLEARY
Investment Advisor
- CRD
- #1837893
Noelle Evans Savage
Relationship Manager
- CRD
- #7193422
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,880,660,780 | $6,729,855 |
| Non-Discretionary | $0 | -- |
| Total | $7,880,660,780 | $6,729,855 |
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Separately Managed Accounts
SMA allocation detail is available
D.f. Dent AND Company, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
D.f. Dent AND Company, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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