Data / Investment advisers / Ohio / Demming Financial Services Corp.
Demming Financial Services Corp., Aurora, OH: $766 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Demming Financial Services Corp. is an SEC registered investment adviser with its main office in Aurora, Ohio and reports $766 million in regulatory assets under management in its Form ADV filed September 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Demming Financial Services Corp. (CRD number 120106): 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
- 120106
- SEC file number
- 801-69410
- SEC status
- Approved, effective July 23, 2008
- Main office
- 13 New Hudson Road, Aurora, OH 44202
- Phone
- (330) 562-2122
- Website
- demmingfinancial.com
- Regulatory AUM
- $765,937,967 in the Form ADV filed September 17, 2026
- Discretionary AUM
- $765,937,967
- Accounts
- 2,607
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 17, 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 | 230 | $612 million |
| Individuals (other than high net worth individuals) | 565 | $151.6 million |
| Pension and profit sharing plans | 1 | $2.3 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 |
|---|---|---|
| October 2, 2026 | $765.9 million | September 17, 2026 |
| December 1, 2025 | $675.7 million | September 26, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hpe Capital Management II, LLC | Cincinnati | $840.5 million | 11 | adviserinfo.sec.gov |
| Lakeridge Wealth Management LLC | Mentor | $805.4 million | Not listed | adviserinfo.sec.gov |
| Tempo Wealth | Independence | $804.3 million | Not listed | adviserinfo.sec.gov |
| Strategic Value Bank Partners LLC | Cleveland | $774.1 million | 5 | adviserinfo.sec.gov |
| North Point Portfolio Managers Corporation | Orange Village | $773.3 million | Not listed | adviserinfo.sec.gov |
| Cyprium Partners | Cleveland | $760.2 million | 5 | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | $756.5 million | 1 | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Demming Financial Services Corp. 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.