Dibenedetto & Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Dibenedetto & Associates reports 321 clients. They include 225 individual clients, 89 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 92.9% ($309M across 632 accounts) are managed with discretion; $23.7M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 14% |
| High-net-worth individuals | 28% | 71% |
| Pension and profit-sharing plans | 2% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $46.4M | 13.9% | $206K |
| High-net-worth individuals | 89 | $236M | 70.8% | $2.65M |
| Pension and profit-sharing plans | 7 | $50.8M | 15.3% | $7.26M |
| Total | 321 | $333M | 100% | $1.04M |
- Clients
- 225
- Regulatory AUM
- $46.4M
- AUM share
- 13.9%
- Avg. per client
- $206K
- Clients
- 89
- Regulatory AUM
- $236M
- AUM share
- 70.8%
- Avg. per client
- $2.65M
- Clients
- 7
- Regulatory AUM
- $50.8M
- AUM share
- 15.3%
- Avg. per client
- $7.26M
Total
- Clients
- 321
- Regulatory AUM
- $333M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Dibenedetto & Associates charges up to 1.25% a year for its Asset-based management fee.
Fee details and sources
Charles Dibenedetto owns 25% to 50% of Dibenedetto & Associates. The leadership team of Dibenedetto & Associates includes President Charles Dibenedetto and Chief Compliance Officer Alex Dibenedetto. It has 3 employees.
Leadership
- Charles DibenedettoPresident
- Jeffrey DibenedettoVice President
- Alex DibenedettoChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Alex Jason Dibenedetto
- Charles Joseph Dibenedetto
- Jeffrey Charles Dibenedetto
Staff
- 3 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Dibenedetto & Associates LTD
Charles Dibenedetto
Control person · since February 1998
- Owns 25% to 50% of Dibenedetto & Associates LTD
Jeffrey Dibenedetto
Control person · since January 2004
- Owns 10% to 25% of Dibenedetto & Associates LTD
Alex Dibenedetto
Control person · since July 1998
Dibenedetto & Associates’ regulatory assets grew from $236M (March 2021) to $333M (March 2026); clients rose from 300 to 321 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $333M | 321 | 3 | 1 |
| March 2025 | $313M | 329 | 3 | 1 |
| March 2024 | $254M | 316 | 3 | 1 |
| March 2023 | $229M | 253 | 3 | 1 |
| March 2022 | $267M | 282 | 3 | 1 |
| March 2021 | $236M | 300 | 3 | 1 |
Besides its headquarters, Dibenedetto & Associates has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 4920 Forest Hills Road, Loves ParkHQ
Contact and registration details
- Legal name
- Dibenedetto & Associates LTD
- Headquarters
- 4920 Forest Hills Road, Loves Park, IL 61111
- Website
- trustdnb.com
- Phone
- 815-654-8850
- SEC file
- 801-55322
- Founded
- 1998
- Structure
- Illinois corporation
- Fiscal year end
- December
Dibenedetto & Associates does not have custody of client assets.
At year end, Dibenedetto & Associates’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks6%
- Funds92%
- Cash2%
How many clients does Dibenedetto & Associates have?
Dibenedetto & Associates has 321 clients and manages $333 million for them, as of March 2026. They include 225 individual clients, 89 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Dibenedetto & Associates offer?
Dibenedetto & Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Dibenedetto & Associates charge?
Dibenedetto & Associates charges up to 1.25% a year for its Asset-based management fee.
How many financial advisors does Dibenedetto & Associates have?
Dibenedetto & Associates has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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
What does Dibenedetto & Associates invest in?
At the end of its last fiscal year, Dibenedetto & Associates’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dibenedetto & Associates?
Dibenedetto & Associates’ direct owners are Charles Dibenedetto, Alex Dibenedetto and Jeffrey Dibenedetto, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Dibenedetto & Associates get paid?
Dibenedetto & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Dibenedetto & Associates registered with the SEC?
Yes, Dibenedetto & Associates has been registered with the SEC as an investment adviser since 2 February 1998. Its CRD number is 108092 and its SEC file number is 801-55322.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Dibenedetto & Associates?
Dibenedetto & Associates’ main office is at 4920 Forest Hills Road, Loves Park, IL 61111. Its phone number is 815-654-8850. Its website is trustdnb.com.