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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEMMING FINANCIAL SERVICES CORP.

CRD 120106

AURORA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e11d8f3-2225-0b3a-14f4-07bed819fb25

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 27, 2012 to Sep 17, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $766MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $766M
Private client RAUM: $764MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $153Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,607
Individual clients: 565
High net worth clients: 230
Custody, client assets: $766M
SEC number: 801-69410
CRD: 120106
Filings on the tape: 24
First filed: Mar 27, 2012
Latest filed: Sep 17, 2026
Organised: Corporation, OH
Website: demmingfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID WILLIAM DEMMING	Certified Financial Planner	AURORA, OH	26	47	1	no
DAVID WILLIAM DEMMING	Certified Financial Planner	AUROARA, OH	20	23	1	no
KEVIN GEORGE COHOLAN	Certified Financial Planner	AURORA, OH	8	12	n/a	no
Jacob Thomas Smail	Certified Financial Planner	AURORA, OH	3	13	n/a	no
Ryan James Coulter	n/a	AURORA, OH	3	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COHOLAN, KEVIN, GEORGE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2021	Sep 28, 2021	Sep 16, 2024
DEMMING, DAVID, WILLIAM	VICE PRESIDENT	C	yes	12/2002	Sep 4, 2013	Sep 16, 2024
DEMMING, DAVID, WILLIAM	President	D	yes	09/1981	Mar 27, 2012	Sep 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 16, 2024	$575M	$575M	12	5	0	n/a	n/a
2023	Sep 28, 2023	$504M	$504M	12	5	0	n/a	n/a
2022	Sep 29, 2022	$463M	$463M	12	4	0	n/a	n/a
2021	Sep 28, 2021	$526M	$526M	13	4	0	n/a	n/a
2020	Sep 30, 2020	$433M	$433M	10	5	0	n/a	n/a
2019	Sep 30, 2019	$435M	$435M	11	5	0	n/a	n/a
2018	Sep 28, 2018	$419M	$419M	11	5	0	n/a	n/a
2017	Sep 6, 2017	$403M	$403M	8	4	n/a	n/a	n/a
2016	Sep 8, 2016	$361M	$361M	8	4	n/a	n/a	n/a
2015	Sep 10, 2015	$350M	$350M	7	4	n/a	n/a	n/a
2014	Sep 24, 2014	$353M	$353M	7	4	n/a	n/a	n/a
2013	Sep 30, 2013	$119M	$0	11	3	n/a	n/a	n/a
2012	Jan 7, 2013	$96.3M	$0	4	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$766M	$504M	52.0%	$526M	13.4%	11	12	0	0

Relationships

Registered with (6)

← Ryan James CoulterAdvisorregistration: current employment
Feb 10, 2023 to presentfactForm ADV
← Jacob Thomas SmailAdvisorregistration: current employment
Jan 31, 2023 to presentfactForm ADV
← KEVIN GEORGE COHOLANAdvisorregistration: current employment
Nov 28, 2017 to presentfactForm ADV
← DAVID WILLIAM DEMMINGAdvisorregistration: current employment
Apr 27, 2006 to presentfactForm ADV
← DAVID WILLIAM DEMMINGAdvisorregistration: current employment
Jan 1, 2000 to presentfactForm ADV
← PATRICK AARON JUSTICEAdvisorregistration: previous registration
Jun 12, 2014 to Nov 20, 2020factForm ADV

Controls (2)

← DEMMING, DAVID, WILLIAMOwnerVICE PRESIDENT, ownership code C, individual
Sep 4, 2013 to Sep 16, 2024factForm ADV
← COHOLAN, KEVIN, GEORGEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 28, 2021 to Sep 16, 2024factForm ADV

Dated events

Occurred
Sep 28, 2021
Control person joined
George Kevin Coholan (Chief Compliance Officer) appeared on Schedule A of Demming Financial Services Corp.
Form ADVobserved 6 days ago
Occurred
Sep 28, 2021
Control person left
R Karen Bordonaro (Chief Compliance Officer) no longer on Schedule A of Demming Financial Services Corp. (listed 2020-11-20, absent 2021-09-28)
Form ADVobserved 6 days ago
Occurred
Nov 20, 2020
Control person left
Aaron Patrick Justice (Chief Compliance Officer) no longer on Schedule A of Demming Financial Services Corp. (listed 2020-09-30, absent 2020-11-20)
Form ADVobserved 6 days ago
Occurred
Nov 20, 2020
Control person joined
R Karen Bordonaro (Chief Compliance Officer) appeared on Schedule A of Demming Financial Services Corp.
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e11d8f3-2225-0b3a-14f4-07bed819fb25
First observed: Mar 27, 2012
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEMMING FINANCIAL SERVICES CORP.

CRD 120106

AURORA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e11d8f3-2225-0b3a-14f4-07bed819fb25

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WILLIAM DEMMING

Certified Financial Planner

AURORA, OH

DAVID WILLIAM DEMMING

Certified Financial Planner

AUROARA, OH

KEVIN GEORGE COHOLAN

Certified Financial Planner

AURORA, OH

n/a

Jacob Thomas Smail

Certified Financial Planner

AURORA, OH

n/a

Ryan James Coulter

n/a

AURORA, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COHOLAN, KEVIN, GEORGE

CHIEF COMPLIANCE OFFICER

yes

09/2021

Sep 28, 2021

Sep 16, 2024

DEMMING, DAVID, WILLIAM

VICE PRESIDENT

yes

12/2002

Sep 4, 2013

Sep 16, 2024

DEMMING, DAVID, WILLIAM

President

yes

09/1981

Mar 27, 2012

Sep 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 16, 2024

$575M

n/a

2023

Sep 28, 2023

$504M

n/a

2022

Sep 29, 2022

$463M

n/a

2021

Sep 28, 2021

$526M

n/a

2020

Sep 30, 2020

$433M

n/a

2019

Sep 30, 2019

$435M

n/a

2018

Sep 28, 2018

$419M

n/a

2017

Sep 6, 2017

$403M

n/a

2016

Sep 8, 2016

$361M

n/a

2015

Sep 10, 2015

$350M

n/a

2014

Sep 24, 2014

$353M

n/a

2013

Sep 30, 2013

$119M

n/a

2012

Jan 7, 2013

$96.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$766M

$504M

52.0%

$526M

13.4%