724 Asset Management, LLC
● SEC registered since 2022CRD 318169SEC# 801-123108
Reg. AUM
$213.4M
Employees
2
Accounts
1,435
Location
—
About 724 Asset Management
724 Asset Management, part of 724 Capital, offers outsourced CIO and portfolio management for financial advisors, pairing experienced CFA professionals with integrated technology and wealth-planning support. The broader 724 platform also covers insurance consulting, family office, trust, and faith-based stewardship services for advisors, families, and ministries.
Summary based on the firm’s website.
724 Asset Management, LLC assets under management
724 Asset Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $213.4 million in regulatory assets under management and employs 2 people.
724 Asset Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 724 Holdings, LLC Control | Holding Company | Over 75% | 2021 |
| Robert Harold Dearman Control | Chief Compliance Officer | 25-50% | 2021 |
| Ccdml Ventures Group, LLC Control | Owner | 25-50% | 2023 |
| Childs Investment Group, Inc | Owner | 25-50% | 2023 |
| Dcg Insight, LLC Control | Holding Company | 25-50% | 2021 |
| Merlin Wayne Sorenson Control | Owner | 50-75% | 2023 |
| Michael Ray Childs | Owner | 25-50% | 2023 |
| Robert Harold Dearman Control | Managing Member | 25-50% | 2018 |
Frequently asked questions
How much does 724 Asset Management, LLC manage?
724 Asset Management, LLC reports $213.4 million in regulatory assets under management on its Form ADV.
How many employees does 724 Asset Management, LLC have?
724 Asset Management, LLC reports 2 employees.
Does 724 Asset Management, LLC disclose fund performance?
724 Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 517-256-4319 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.4M▲ 6%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$213.4Mregulatory AUM
Discretionary $213.4M