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Dent and Company have?","answer":"D.F. Dent and Company has 1,185 clients and manages $7.88 billion for them, as of June 2026. They include 903 high-net-worth individuals, 108 individual clients and 64 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does D.F. Dent and Company offer?","answer":"D.F. Dent and Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does D.F. Dent and Company charge?","answer":"D.F. Dent and Company charges 0.50%–1.00% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"D.F. DENT AND COMPANY, INC. PART II, filed 18 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does D.F. Dent and Company use?","answer":"D.F. Dent and Company’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.21B and PNC Wealth Management LLC (Pittsburgh, PA), with $910M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does D.F. Dent and Company have?","answer":"D.F. Dent and Company has 7 investment adviser representatives registered with state securities authorities, out of 31 employees, and 16 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does D.F. Dent and Company invest in?","answer":"At the end of its last fiscal year, D.F. Dent and Company’s separately managed accounts held 78% exchange-traded equities, 9% state and local bonds, 4% U.S. government and agency bonds, 4% cash and equivalents, 3% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns D.F. Dent and Company?","answer":"D.F. 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