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H. C. DENISON CO.

SHEBOYGAN, WI · CRD 1628 · IAPD ↗ · hcdenison.com · 920 457-9451

$310.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — H. C. DENISON CO. reported RAUM up 75% ($177.3M -> $310.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — H. C. DENISON CO. reported RAUM up 75% ($101.4M -> $177.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
November 2024 — H. C. DENISON CO. (SHEBOYGAN, WI) is newly SEC-registered with $101.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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