Data / Investment advisers / Utah / Harold Dance Investments
Harold Dance Investments, Logan, UT: $158 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Harold Dance Investments is an SEC registered investment adviser with its main office in Logan, Utah and reports $158 million in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Harold Dance Investments (CRD number 1582): 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
- 1582
- SEC file number
- 801-129647
- SEC status
- Approved, effective April 19, 2024
- Legal name
- Harold W. Dance Inc.
- Main office
- 72 E Center Street, Logan, UT 84321
- Phone
- (435) 752-8484
- Website
- harolddance.com
- Regulatory AUM
- $158,000,000 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $158,000,000
- Accounts
- 409
- Employees
- 8, of which 8 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
- August 3, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 281 | $122 million |
| High net worth individuals | 21 | $32 million |
| Charitable organizations | 4 | $4 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 | $158 million | March 31, 2026 |
| December 1, 2025 | $132 million | April 1, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | $174.4 million | Not listed | adviserinfo.sec.gov |
| Thistle Creek Capital, LLC | Lehi | $161 million | Not listed | adviserinfo.sec.gov |
| Medicus Wealth Planning, Inc. | Draper | $160.8 million | Not listed | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | $158.1 million | Not listed | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | $153.4 million | 2 | adviserinfo.sec.gov |
| Olympus Peaks Financial, LLC | Sandy | $141.4 million | Not listed | adviserinfo.sec.gov |
| Heaton Financial, PC | Cedar City | $140.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Harold Dance Investments 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.