Dean Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$909,330,276
Total clients
276
14% high-net worth
Total advisors
3
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
92
Average account size
$3,294,675
About
Dean Investment Associates provides discretionary portfolio management primarily to individual and high‑net‑worth clients and also serves trusts, estates, retirement plans, charitable and government organizations, and investment company clients. The firm acts as investment manager to three Dean mutual funds and provides portfolio management services within certain outside wrap fee programs.
The firm emphasizes building diversified portfolios using individual equities and bonds, with periodic use of ETFs and tactical or short‑term actions as warranted, and implements strategies on a discretionary basis. Dean Investments routinely relies on an affiliated sub‑adviser, Dean Capital Management (DCM), which follows a single‑manager approach for specified strategies while Dean provides trading and back‑office support and ongoing monitoring.
Dean Investments is wholly owned by C.H. Dean, LLC and operates alongside affiliates that offer accounting, wealth management, and retirement plan consulting, creating an integrated set of services that is less common among similarly sized team firms. With roughly $909.3 million in discretionary assets and a relatively small advisory staff, the firm has a high assets‑per‑advisor profile and distinctive involvement as both a mutual fund manager and a manager within third‑party wrap programs.
Client services
Expertise
Fee options
$250,000 - $2 million: 0.75% (75 basis points) for Large style $2 million - $5 million: 0.70% (70 basis points) for Large style $5 million - $10 million: 0.65% (65 basis points) for Large style $10 million+: Negotiated for Large style $250,000 - $2 million: 0.85% (85 basis points) for Multi style $2 million - $5 million: 0.80% (80 basis points) for Multi style $5 million - $10 million: 0.75% (75 basis points) for Multi style $10 million+: Negotiated for Multi style $500,000 - $2 million: 1.00% (100 basis points) for Mid style $2 million - $5 million: 0.95% (95 basis points) for Mid style $5 million - $10 million: 0.90% (90 basis points) for Mid style $10 million+: Negotiated for Mid style $3,000,000 - $2 million: 1.00% (100 basis points) for Small style $2 million - $5 million: 0.95% (95 basis points) for Small style $5 million - $10 million: 0.90% (90 basis points) for Small style $10 million+: Negotiated for Small style $250,000 - $2 million: 0.75% (75 basis points) for Equity Income style $2 million - $5 million: 0.70% (70 basis points) for Equity Income style $5 million - $10 million: 0.65% (65 basis points) for Equity Income style $10 million+: Negotiated for Equity Income style $250,000 - $2 million: 0.35% (35 basis points) for Fixed style $2 million - $5 million: 0.30% (30 basis points) for Fixed style $5 million - $10 million: 0.25% (25 basis points) for Fixed style $10 million+: Negotiated for Fixed style $250,000 - $2 million: 0.70% (70 basis points) for Balanced >=50% equity style $2 million - $5 million: 0.65% (65 basis points) for Balanced >=50% equity style $5 million - $10 million: 0.60% (60 basis points) for Balanced >=50% equity style $10 million+: Negotiated for Balanced >=50% equity style $250,000 - $2 million: 0.50% (50 basis points) for Balanced <50% equity style $2 million - $5 million: 0.45% (45 basis points) for Balanced <50% equity style $5 million - $10 million: 0.40% (40 basis points) for Balanced <50% equity style $10 million+: Negotiated for Balanced <50% equity style
Account minimum: $250,000
Main office location
Dean Investments
3500 Pentagon Boulevard, Suite 200
Beavercreek OH 45431, United States
Number of offices
1
Most active in
California · Florida · Illinois · Indiana · Kansas · Kentucky · Louisiana · Michigan · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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