Data / Investment advisers / Texas / Dean, Jacobson Financial Services
Dean, Jacobson Financial Services, Fort Worth, TX: $519 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dean, Jacobson Financial Services is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $519 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Dean, Jacobson Financial Services (CRD number 115879): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115879
- SEC file number
- 801-77262
- SEC status
- Approved, effective October 26, 2012
- Legal name
- Dean, Jacobson Financial Services, LLC
- Main office
- 3112 W. 4th St., Fort Worth, TX 76107
- Phone
- (817) 335-3214
- Website
- deanjacobson.com
- Regulatory AUM
- $519,412,773 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $519,412,773
- Accounts
- 917
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 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 |
|---|---|---|
| High net worth individuals | 170 | $301.8 million |
| Individuals (other than high net worth individuals) | 362 | $126.5 million |
| Charitable organizations | 15 | $46.7 million |
| Corporations or other businesses | 10 | $37.6 million |
| Pension and profit sharing plans | 7 | $6.8 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 | $519.4 million | March 23, 2026 |
| December 1, 2025 | $467.3 million | March 14, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rogers Wealth Group, Inc. | Fort Worth | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Alta Fox Capital Management, LLC | Fort Worth | $821.4 million | 2 | adviserinfo.sec.gov |
| Diesslin Group, Inc. | Fort Worth | $696.3 million | 2 | adviserinfo.sec.gov |
| Signal Securities, Inc. | Fort Worth | $679.1 million | Not listed | adviserinfo.sec.gov |
| Aspen Wealth Management, LLC | Fort Worth | $657.8 million | Not listed | adviserinfo.sec.gov |
| Basin Oil and Gas Management, LP | Fort Worth | $492.7 million | 5 | adviserinfo.sec.gov |
| SWMG, LLC | Fort Worth | $430.4 million | Not listed | adviserinfo.sec.gov |
| Point Bridge Capital, LLC | Fort Worth | $419.7 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Dean, Jacobson Financial Services on the SEC's adviser search
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.