DEAN FINANCIAL ADVISORY, LLC.

DEAN FINANCIAL ADVISORY, LLC. is an SEC-registered investment adviser (CRD 152027). Regulatory assets under management: $36.9M.

Registration

• CRD: 152027
• Type: Registered investment adviser
• Phone: 513-752-1955
• Latest filing: 2026-01-15
• Regulatory AUM: $36.9M
• Discretionary AUM: $36.9M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search