Asset Dedication, Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 1,998
- Avg AUM / client
- $1.5M
- Accounts
- 6,174
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,158 | $476M | 16.2% |
| High net worth individuals | 828 | $2.4B | 83.3% |
| Pension and profit sharing plans | 8 | $8.3M | 0.28% |
| Charitable organizations | 1 | $1.4M | 0.05% |
| Corporations and other businesses | 3 | $3.8M | 0.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Netjets Inc. 401(k) Plan Netjets Inc. | 2024 | |
| Tosoh America, Inc. Savings And Retirement Plan Tosoh America, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Brent Burns | Member/Manager/President/Chief Compliance Officer | Oct 2009 (17y) | 25% – 50% | |
| Stephen Jared Huxley | Member/Manager/Chief Investment Strategist | Oct 2009 (17y) | 25% – 50% | |
| Jeremy Dana Fletcher | Member/Manager/Director Of Investments And Portfolio Risk Management | CFA | Oct 2011 (15y) | 10% – 25% |
| Daniel Gray Yeoman | Member/Manager/Director Of Operations | Oct 2012 (14y) | 10% – 25% | |
| Kelly Jarrod Jennings | Registered representative | CFP | Apr 2022 (4y) | |
| Jason Keith Branning | Registered representative | CFP | Apr 2022 (4y) | |
| Arrington Johnson Rhett | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Brian Thomas Duvall | Registered representative | CFP | May 2022 (4y) | |
| Jason Robert Romero | Registered representative | Nov 2024 (2y) | ||
| Kristi Lewis Tidwell | Registered representative | CFP | Oct 2025 (1y) | |
| Samuel A Buchanan | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 30% 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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Netjets Inc. 401(k) Plan | Netjets Inc. | 3,191 | $836M | 01/01/2024 |
| Tosoh America, Inc. Savings And Retirement Plan | Tosoh America, Inc. | 849 | $129M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 997 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (75% of AUM) Mar 2026
- Fmr Llc $728M (25% of AUM) Mar 2026
- Jefferson Nation $507K (0% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗