# HAROLD DANCE INVESTMENTS

HAROLD DANCE INVESTMENTS of LOGAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 1582
- Type: SEC-registered investment adviser
- SEC file number: 801-129647
- Location: 72 E CENTER STREET, LOGAN, UT, 84321
- Phone: 435-752-8484
- Latest filing: 2026-08-03
- Regulatory AUM: $158.0M
- Discretionary AUM: $158.0M
- Clients: 8
- Accounts: 409

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Stephen F Neeley | PRESIDENT; CCO; S-CORP SHAREHOLDER | — |
| Daniel Joseph Neeley | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| Aaron James Neeley | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| DANCE HAROLD WINTLE | CHAIRMAN OF THE BOARD; 10.1% S-CORP SHAREHOLDER | — |
| NEELEY STEPHEN F | PRESIDENT; CCO; 50.1% S-CORP SHAREHOLDER; PRESIDENT; CCO; S-CORP SHAREHOLDER | — |
| ELLIS DEBRA DANCE | S-CORP SHAREHOLDER, 16% | — |
| DANCE TAMMY TESSMER | S-CORP SHAREHOLDER, 23.8% | — |
| NEELEY DANIEL JOSEPH | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| NEELEY AARON JAMES | VICE PRESIDENT, S-CORP SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/1582/brochure
- Similar advisers: https://search.stillhousedata.com/firm/1582/similar
- Related entities: https://search.stillhousedata.com/firm/1582/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/1582

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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.