D.F. Dent and Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,547,921,420
Clients
1,011
Advisors
7
across 2 offices
About
D.F. Dent and Company provides discretionary investment management and financial planning to a broad mix of individual and institutional clients, including high‑net‑worth individuals, corporate and retirement plans, charitable institutions, and wrap/UMA programs. The firm also accepts relationships with registered investment companies, collective investment trusts, other investment advisers, and state or municipal government entities, in addition to serving retail clients.
The firm emphasizes disciplined portfolio construction across equity and fixed‑income strategies, using fundamental, technical and cyclical analysis to manage all‑cap, midcap, and small‑cap growth products and several concentrated and dividend growth strategies. D.F. Dent manages a family of mutual funds (e.g., DF Dent Premier Growth Fund, DF Dent Midcap Growth Fund, DF Dent Small Cap Growth Fund), operates as sub‑adviser to other managers and model delivery platforms, and provides models to and participates in 16 UMA/wrap programs.
Noteworthy features include a relatively compact advisory team—managing roughly $7.9 billion with seven advisers—which contrasts with peers of similar AUM and is reflected in the firm’s centralized, team‑based investment decision process. The firm’s client mix and business model are atypical for multi‑team peers because it directly manages investment companies and pooled vehicles, serves other advisers and municipal clients, and principally uses percentage‑of‑AUM billing for investment management rather than offering fixed‑fee investment arrangements.
Client services
Expertise
Fee options
Flat fee option for standalone financial planning services
$0 - $10,000,000: 1% $10,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50% fixed income assets (balanced accounts)+: 0.30%
Hourly rate for standalone financial planning services
Account minimum: $1,000,000 Fee-only: Financial planning services offered as standalone service charged on hourly or fixed fee basis determined by complexity
Main office
See office400 East Pratt Street, 7th Floor
Baltimore MD 21202-3127
Advisors at this office
4
Offices (2)
Most active in
California · Connecticut · Delaware · District of Columbia · Florida · Illinois · Iowa · Louisiana · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Wisconsin
Also doing business as
D.F. Dent And Company, Inc. · Dent D F & Co Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew D
CFA®
Baltimore, MD
D.F. Dent and Company, Inc.
Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.
Linda M
Baltimore, MD
D.F. Dent and Company, Inc.
Linda Mccleary is a financial advisor at D.F. Dent and Company, Inc. with 26 years of industry experience. She has been with D.F. Dent since 1999. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across market capitalizations, while also managing fixed-income exposures and serving as a sub-adviser and model provider in numerous Unified Managed Account programs.
Christina W
CFP®
Baltimore, MD
D.F. Dent and Company, Inc.
Christina Walters is a CFP® professional with eight years of experience at D.F. Dent and Company, Inc., where she has worked since 2018. She also has four years of prior experience at Croft-Leominster, Inc. Walters is based in Baltimore, MD. D.F. Dent and Company provides discretionary investment management and financial planning services to individual, high-net-worth, and institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies across various market capitalizations, alongside fixed-income management and tailored portfolio construction.
Noelle S
CFA®
Baltimore, MD
D.F. Dent and Company, Inc.
Noelle Savage is a CFA® charterholder with six years of experience at D.F. Dent and Company, Inc. and five years at Skipjack Global Capital Management, totaling 11 years in the financial industry. She is based in Baltimore, MD. D.F. Dent and Company provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers a range of equity-focused strategies alongside fixed-income management, serving unique client types such as Unified Managed Account programs, pooled vehicles, and registered investment companies.
Daniel D
CFA®
Baltimore, MD
D.F. Dent and Company, Inc.
Daniel Dent is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across various market capitalizations and also offers sub-advisory services, model delivery, and serves as investment adviser to several mutual funds.
Michael M
Series 63
Baltimore, MD
D.F. Dent and Company, Inc.
Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.
Thomas O
CFA®
Baltimore, MD
D.F. Dent and Company, Inc.
Thomas O'Neil Jr. is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1985. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as a range of institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies across market capitalizations, alongside fixed-income management, serving both traditional and less common client types such as Unified Managed Account programs and registered investment companies.
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