Fee-only adviser · Beavercreek, OH
Dean Investments
Dean Investments is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Beavercreek, Ohio. On its latest Form ADV, filed March 27, 2026, it reports $909M in regulatory assets under management, 276 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 104635 · SEC file 801-9895 |
| Office | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Phone | (937) 222-9531 |
| Website | www.chdean.com |
| Regulatory assets under management | $909M |
| Individual clients | 236 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Beavercreek
- Dean Financial Services $382M
Nearby
- Oakwood 3 firms
- Kettering 1 firm
- Bellbrook 1 firm
- Dayton 12 firms
- Centerville 6 firms
- Xenia 1 firm
- Miami Township 1 firm
- Miamisburg 1 firm
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