DD
D.F. DENT AND COMPANY, INC.
SEC RegisteredBALTIMORE, MDhttps://dfdent.com410-837-2544
Assets Under Management
$5B–$25B
Employees
31
Office Locations
1 office
Total Accounts
1171
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
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
Daniel Forbes Dent
CHAIRMAN
Thomas Francis O'neil
VICE PRESIDENT
Matthew Forbes Dent
PRESIDENT
Office locations
1 office in 1 state
MD
BALTIMOREHQ
Regulatory & compliance
CRD number
#105179
SEC Number
801-11364
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
dfdent.comPhone
410-837-2544Find an advisor that fits
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Editorial disclosure
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.