DEMMING FINANCIAL SERVICES CORP.
Firm details
- Headquarters
- AURORA, Ohio
- CRD number
- 120106
- Registered since
- July 23, 2008
- Website
- www.demmingfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.65%
- Individuals22.07%
- Pension & Profit Sharing Plans0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Demming Financial Services Corp. is an independent, SEC-registered registered investment adviser that began reporting in 2008 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and it describes itself as a capital allocator that can select third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. Demming does not identify as an active ESG investor and is not a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities2%
Owners & executives
2 of 2KEVIN COHOLAN
Chief Compliance OfficerCRD 6874353
DAVID DEMMING
Vice President, Chief Investment OfficerCRD 4642088
Contacts
3 of 3DAVID DEMMING
PresidentCRD 854343
Jacob Smail
Financial Planning AssociateCRD 7692062
Ryan Coulter
Financial Planning SpecialistCRD 6792198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$128M in ETFs
<1%
$255K
98%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $48.2M | 1,239,464 | 37.76% |
Location
AURORA, OH
PORTAGE
Location
AURORA, OH
Headquartered in AURORA, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- PORTAGE
- Address
- 13 New Hudson Rd
- Time zone
- ET (UTC-5)
- Office locations
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