Demming Financial Services Corp.
- Regulatory AUM
- $766M
- Discretionary
- $766M
- Clients
- 796
- Avg AUM / client
- $962K
- Accounts
- 2,607
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 565 | $152M | 19.8% |
| High net worth individuals | 230 | $612M | 79.9% |
| Pension and profit sharing plans | 1 | $2.3M | 0.31% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David William Demming | President | CFP | Sep 1981 (45y) | 50% – 75% |
| Kevin George Coholan | Chief Compliance Officer | CFP | Nov 2017 (9y) | Less than 5% |
| David William Demming | Registered representative | CFP | Apr 2006 (20y) | |
| Jacob Thomas Smail | Registered representative | CFP | Jan 2023 (4y) | |
| Ryan James Coulter | Registered representative | Feb 2023 (4y) |
Undisclosed: 20% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $676M (100% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 17, 2026.
View current Form ADV (SEC/IAPD) ↗