Deeter Advisory Group, Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 153818
· SEC file 801-71424
· Terrace Park, OH
· DEETERADVISORY.COM
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ADV data as of Jun 02, 2025
- Regulatory AUM
- $114M
- Discretionary
- $114M
- Clients
- 113
- Avg AUM / client
- $1.0M
- Accounts
- 375
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $111M | 97.5% |
| Pension and profit sharing plans | 2 | $2.6M | 2.29% |
| Charitable organizations | 1 | $266K | 0.23% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua David Deeter | Registered representative | CFP | Jun 2010 (16y) |
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) | 06/02/2025 | 1.02 MB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $100M (88% of AUM) Jun 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: Jun 02, 2025.
View current Form ADV (SEC/IAPD) ↗