Investment adviser · CRD 105179

D.F. DENT AND COMPANY, INC.

Investment adviser filing (IA)

BALTIMORE, MD, United States · Form ADV filed Jun 18, 2026

Regulatory AUM
$7.88B
Form ADV · Item 5.F
Client accounts
1,171
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
16
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals903$4,494,522,06957.0%
Retirement plans25$1,074,579,30513.6%
Corporations & businesses62$761,681,0059.7%
Investment companies4$744,036,7699.4%
Charities64$465,374,3955.9%
Pooled investment vehicles3$167,067,7222.1%
Government entitiesFewer than 5$85,690,9971.1%
Individuals108$53,399,3510.7%
Other investment advisersFewer than 5$34,309,1670.4%
Other clients16$00.0%
Filing source

Form ADV 2114240 · Jun 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

400 EAST PRATT STREET, 7TH FLOOR
BALTIMORE, MD, 21202-3127, United States

CRD 105179

Filing source

Form ADV 2114240 · Jun 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.