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D.F. DENT AND COMPANY, INC.

BALTIMORE, MD · CRD 105179 · IAPD ↗ · dfdent.com · 410-837-2544

$7.88BRegulatory AUM
16Advisory reps
31Employees
16Clients
1-10Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — D.F. DENT AND COMPANY, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — D.F. DENT AND COMPANY, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2025 — D.F. DENT AND COMPANY, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
49
April 2024 — D.F. DENT AND COMPANY, INC. notice-filed in IA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — D.F. DENT AND COMPANY, INC. reported RAUM up 26% ($6.45B -> $8.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.