# ASSET DEDICATION, LLC

ASSET DEDICATION, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151988
- Type: SEC-registered investment adviser
- SEC file number: 801-71892
- Location: 220 MONTGOMERY STREET, #1098, SAN FRANCISCO, CA, 94104-3475
- Phone: 866-535-0897
- Latest filing: 2026-03-31
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Clients: 7
- Accounts: 6,174

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Jared Huxley | MEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST | — |
| John Brent Burns | MEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Daniel Gray Yeoman | MEMBER/MANAGER/DIRECTOR OF OPERATIONS | — |
| Jeremy Dana Fletcher | MEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT | — |
| HUXLEY STEPHEN JARED | MEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST | — |
| BURNS JOHN BRENT | MEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CROSBIE PETER JOHN | MANAGER | — |
| STOCKETT GREGORY VERNON | MANAGER | — |
| MARTIN MARK ELLSWORTH | MANAGER | — |
| CROSBIE PETER J | MANAGER | — |
| MARTIN MARK E | MANAGER | — |
| YEOMAN DANIEL GRAY | MEMBER/MANAGER/DIRECTOR OF OPERATIONS | — |
| FLETCHER JEREMY DANA | MEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NORTH JACKSON | MS | 2 | 888-366-1184 |
| NORTH JACKSON | MS | 2 | 888-366-1184 |
| — | — | 1 | 3057889868 |
| — | — | 1 | 3057889868 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151988/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151988/similar
- Related entities: https://search.stillhousedata.com/firm/151988/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151988

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.