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DAHRING | CUSMANO AND ASSOCIATES

NOVI, MI · CRD 301236 · IAPD ↗ · 248-348-0100

$781.4MRegulatory AUM
9Advisory reps
18Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — DAHRING | CUSMANO AND ASSOCIATES notice-filed in IN, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — DAHRING | CUSMANO AND ASSOCIATES reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — DAHRING | CUSMANO AND ASSOCIATES grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2025 — DAHRING | CUSMANO AND ASSOCIATES reported RAUM up 32% ($535.1M -> $707.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — DAHRING | CUSMANO AND ASSOCIATES notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — DAHRING | CUSMANO AND ASSOCIATES crossed $500M in regulatory AUM ($435.8M -> $535.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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