Data / Investment advisers / Ohio / Dean Investments
Dean Investments, Beavercreek, OH: $909 million AUM, SEC registered investment adviser
Dean Investments is an SEC registered investment adviser with its main office in Beavercreek, Ohio and reports $909 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, individuals and high net worth individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104635
- SEC file number
- 801-9895
- SEC status
- Approved, effective January 1, 1975
- Legal name
- Dean Investment Associates, LLC
- Main office
- 3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431
- Phone
- (937) 222-9531
- Website
- chdean.com
- Regulatory AUM
- $909,330,276 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $909,330,276
- Accounts
- 483
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $477.9 million |
| Individuals (other than high net worth individuals) | 236 | $181.7 million |
| High net worth individuals | 40 | $178.5 million |
| Corporations or other businesses | 10 | $38.2 million |
| Pension and profit sharing plans | 11 | $19.1 million |
| Charitable organizations | 8 | $13.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $909.3 million | March 27, 2026 |
| December 1, 2025 | $895.6 million | March 26, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| St. Clair Advisors, LLC | Mayfield Heights | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | $1.05 billion | 4 | adviserinfo.sec.gov |
| MPM Wealth Advisors | Holland | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Riverview Research, LLC | Independence | $990.8 million | Not listed | adviserinfo.sec.gov |
| Peak Wealth Solutions | Pepper Pike | $911.6 million | Not listed | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 1 | adviserinfo.sec.gov |
| Beacon Financial Advisory LLC | Cleveland | $900.7 million | Not listed | adviserinfo.sec.gov |
| Rea Wealth Management | New Philadelphia | $892.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving individuals
- Dean Investments on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.