AD Deum Funds, LLC

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Client assets under management

$654,595

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$50,353

About

Ad Deum Funds primarily serves individual investors through discretionary portfolio management, investment planning, and sub‑advisory arrangements, and it also acts as the manager of a pooled private investment vehicle. The firm publishes a paid newsletter and operates a multi‑tier subscription dashboard focused on option dealer positioning, and it offers mentoring and subscription‑based consulting services alongside its asset management offerings.

The firm’s investment approach is options‑centric, using option dealer positioning signals and algorithmic tools to inform strategies implemented across separately managed accounts and the fund; discretionary strategies may include derivatives, leverage, short positions and exchange‑traded instruments as appropriate to client objectives. Ad Deum Funds tailors solutions to client risk tolerance and time horizon and documents its work with regular written portfolio reviews and periodic position reports.

Noteworthy features for a firm of this size include the combination of running a private pooled vehicle that is subject to a performance allocation with a high‑water mark and operating a commercial data and newsletter platform with multiple subscription tiers and API/historical data offerings. The brochure also discloses the firm’s principal receives access to third‑party analytics in exchange for contributing analysis and cross‑promotion, a relationship the firm identifies as creating a potential conflict of interest.

Client services

Financial planning Portfolio management Newsletters or periodicals

Affiliated investment analysis and information published through third-party subscription services.

Expertise

Options & derivatives strategies Active portfolio management College savings (529s, UTMA, etc.) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

$2,000-$2,500 for individual/family financial plans; $2,500-$5,000 for small business financial plans; $10,000 for comprehensive 10-hour mentoring course; $1,200 or $1,500 initial fee for business subscription services

Percentage

$0 - $0: N/A

Project-based

$125-$300 per hour depending on complexity for consulting and on-call services; $125-$175 per hour for on-call business services

Performance-based

20% quarterly performance allocation on net capital appreciation for Fund investors (qualified clients only)

Subscriptions

Newsletter subscription: $50/month or $500/year; Volland dashboard subscription fees range from $99/month to $5,000/month depending on plan; Investment planning subscription retainers: $1,800/year ($150/month), Business Basic: $1,200 initial then $125/month, Business Premium: $1,500 initial then $150/month

Other

Account minimum: $50,000

Main office location

AD Deum Funds, LLC

South Riding VA, United States

Number of offices

Most active in

Tennessee · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 515-523-3386

Advisors at this firm

Jason D

Series 65

South Riding, VA

AD Deum Funds, LLC

Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Regulus Group, LLC since 2017, following roles at Management, Consulting, and Research LLC and Logistics Management Institute. Outside of advising, he contributes monthly articles on options trading strategies in the biotech and pharmaceutical sectors and provides behavioral economic-based trade analysis through subscription services. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, offering subscription-based informational products alongside separately managed accounts and a private pooled investment vehicle. The firm employs an options-centric investment approach, utilizing option dealer positioning analysis to implement multiple strategies on a discretionary basis.

Options & derivatives strategies Active portfolio management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Executive

Robert F

Series 65, Series 66

South Riding, VA

AD Deum Funds, LLC

Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at AGM Institute, Bull Run Financial Group, and Mass Mutual Life Insurance Company. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, and offers subscription-based informational products such as a paid newsletter and tiered dashboard service. The firm employs an options-centric investment approach using analysis of option dealer positioning to implement various strategies, including algorithmic, structured-risk, and traditional approaches, and manages a private pooled vehicle alongside separately managed accounts.

Options & derivatives strategies Active portfolio management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Executive

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