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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst value
- Established Date
- 06-09-2010
- Office Locations
- 1
Office Locations
About Deeter Advisory Group, LLC
Deeter Advisory Group is an independent financial planning and investment advisory firm providing personalized wealth management through comprehensive planning and specialized investment management. The team emphasizes fiduciary ethics and client asset security, with assets held at a third-party custodian (Charles Schwab). Investment implementation includes ETFs and public funds, supported by affiliations with NAPFA, the CFP Board, and the Accredited Investment Fiduciary community.
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Owner & Executives
JOSHUA DAVID DEETER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4569370
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,264,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $114,264,053 | -- |
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Separately Managed Accounts
Total SMA Asset: $114,264,053
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,198,638,556 | 16.1% |
| Public Funds | $1,972,914,394 | 26.5% |
| Cash | $1,675,115,995 | 22.5% |
| Corporate - Investment Grade | $1,005,069,597 | 13.5% |
| U.S. Government/Agency | $1,593,221,434 | 21.4% |
| Total | $7,444,959,976 | 100.0% |