DAHRING | CUSMANO AND ASSOCIATES
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About the firm
Dahring | Cusmano and Associates is an independent investment advisory firm founded over 20 years ago by Kirk W. Dahring and Angela S. Cusmano, serving corporate and individual clients all over the United States. As trusted fiduciaries, the firm is committed to keeping clients' interests as the first priority, guided by values of trust, transparency, and integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management including comprehensive financial planning, cash flow management, retirement planning, tax planning, estate planning, investment management, portfolio construction and management, tax-efficient investing, risk management and insurance planning, education funding, charitable giving and philanthropy, and corporate retirement plan consulting and design for business owners.
Who they serve
Corporate and individual clients all over the United States, including business owners and their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 709 | $183M |
| High Net Worth Individuals | 154 | $298M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | — |
| $250,001 to $500,000 | — |
| $500,001 to $1,000,000 | — |
| $1,000,001 to $2,500,000 | — |
| $2,500,001 to $5,000,000 | — |
| Over $5,000,000 | — |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAHRING | CUSMANO AND ASSOCIATES 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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