Dean Financial Services, LLC
● SEC registered since 2004CRD 129679SEC# 801-62586Beavercreek, OH
Reg. AUM
$382M
Employees
9
Accounts
525
Location
Beavercreek, OH
Dean Financial Services, LLC assets under management
Dean Financial Services, LLC is a registered investment adviser overseen by the SEC based in Beavercreek, OH. The firm has been registered since 2004. It reports $382 million in regulatory assets under management and employs 9 people.
Dean Financial Services, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C.h. Dean, LLC Control | Llc Memeber | Over 75% | 2012 |
| Debra Elizabeth Rindler Control | Secretary/Treasurer/Chief Compliance Officer/Chief Financial Officer | Under 5% | 2005 |
| Pamala Jane Miller Control | Vice President, Chief Operating Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Dean Financial Services, LLC manage?
Dean Financial Services, LLC reports $382 million in regulatory assets under management on its Form ADV.
How many employees does Dean Financial Services, LLC have?
Dean Financial Services, LLC reports 9 employees.
Where is Dean Financial Services, LLC located?
Dean Financial Services, LLC is based in Beavercreek, OH and has been SEC-registered since 2004.
Does Dean Financial Services, LLC disclose fund performance?
Dean Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 |
| Phone | 937-222-9531 |
| Fax | 937-227-9315 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$382M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$382Mregulatory AUM
Discretionary $382M