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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2003
- Office Locations
- 1
Office Locations
About Dedicated Investment Advisers LLC
Dedicated Investment Advisers LLC is a Pennsylvania RIA providing fiduciary portfolio management and financial planning alongside tax and insurance guidance. Led by a long-tenured CPA/Enrolled Agent and CFP®, the firm emphasizes tax minimization and coordinated personal, business, and retirement planning. Portfolios are primarily implemented with ETFs. Securities are offered through Dedicated Investment Advisers LLC, with insurance solutions offered via Dedicated Insurance Advisers LLC.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $83.3K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
STEVEN MARK CLOTT
Manager, Owner
- CRD
- #1439761
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dedicated Investment Advisers LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.