Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 04/09/2026 |
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| Former registrations | |
| ADV Location | WHITE STONE, VA, United States |
| Contact Info | 804 xxxxxxx |
| AUM* | 250,409,031 |
| of that, discretionary | 250,409,031 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,107,537 |
| % High Net Worth | 84.21% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
250M
215M
179M
143M
107M
72M
36M
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DEHNERT CLARKE AND CO. | Filing Date01/20/2026 | Form ADV-E View Report |
| Accounting Firm Name DEHNERT CLARKE AND CO | Filing Date01/17/2025 | Form ADV-E View Report |
| Accounting Firm Name DEHNERT, CLARKE AND COMPANY | Filing Date01/02/2024 | Form ADV-E View Report |