D.F. DENT AND COMPANY, INC.
SEC RegisteredCulture. Integrity. Discipline.
About the firm
Founded in 1976, DF Dent is an independently owned firm focused on quality growth equity investing. They manage concentrated, low-turnover portfolios for their clients and have been providing investment advice for over 50 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
DF Dent manages both equity and fixed income portfolios, offering separately managed accounts and mutual funds.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $53M |
| High Net Worth Individuals | 903 | $4.5B |
| Pension/Profit Sharing Plans | 3 | $167M |
| Charitable Organizations | 25 | $1.1B |
| State/Municipal Entities | 64 | — |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.00% |
| $10,000,001 - $20,000,000 | 0.75% |
| Above $20,000,001 | 0.50% |
| Fixed income assets in balanced accounts | 0.30% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. D.F. DENT AND COMPANY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.