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Daniel Forbes Dent

Investment adviser representative at D.F. Dent and Company, Inc.
50 yearsExperience
1 stateRegistered in
CFADesignation
$7.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

50 years in the industry.

  1. D.F. Dent and Company, Inc.Jan 1976 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MD).

D.F. Dent and Company, Inc.

$7.9BAssets managed
1,185Clients
7Advisers
46 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4347484
Firm CRD
105179
Advisor's SEC record (opens in a new tab)
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