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Derenzo Advisors LLC

Derenzo Advisors LLC. CRD 148612

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CRD: 148612

Derenzo Advisors LLC

$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Established Date
07-21-2009
Office Locations
1

Office Locations

-- Dayton OH

About Derenzo Advisors LLC

Derenzo Advisors LLC is a Dayton-based RIA. The firm has been operating for 17 years. Managing $8.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The profile lists 1 reported office location and 17 years in operation. The source data was last updated on September 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$8.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

RANDY ALLAN DERENZO

RANDY ALLAN DERENZO

President

CRD
#5643666
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,989,502 --
Non-Discretionary $0 --
Total $7,989,502 --

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Separately Managed Accounts

SMA allocation detail is available

Derenzo Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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