Dimatteo Financial Group, Inc.
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 155988
· Chadds Ford, PA
· WWW.DIMATTEOFINANCIALGROUP.COM
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $42.3M
- Discretionary
- $0
- Clients
- 98
- Avg AUM / client
- $432K
- Accounts
- 164
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $9.6M | 22.6% |
| High net worth individuals | Fewer than 5 clients | $2.9M | 6.87% |
| Pension and profit sharing plans | 8 | $29.8M | 70.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John N Dimatteo | Registered representative | Feb 2011 (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) | 06/15/2026 | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Vanguard Marketing Corporation $29.0M (69% of AUM) Jun 2026
- Charles Schwab & Co. $12.2M (29% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 15, 2026.
View current Form ADV (SEC/IAPD) ↗