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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DDFG have?","answer":"DDFG has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 DDFG invest in?","answer":"At the end of its last fiscal year, DDFG’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% cash and equivalents and 3% U.S. government and agency bonds.","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 DDFG?","answer":"DDFG’s direct owners are David Harrington (50% to 75%) and Dean Solomon (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DDFG get paid?","answer":"DDFG is paid through a percentage of assets under management and fixed fees. 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