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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEANE RETIREMENT STRATEGIES, INC.

CRD 127096

NEW ORLEANS, LA

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:465794cc-1648-4e53-c8ff-e8c3861f4e5f

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Feb 8, 2012 to Mar 23, 2026
29 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $251MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $251M
Private client RAUM: $249MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $83.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 327
Individual clients: 55
High net worth clients: 82
Custody, client assets: $72.1M
SEC number: 801-68307
CIK: 1659346
CRD: 127096
Filings on the tape: 29
First filed: Feb 8, 2012
Latest filed: Mar 23, 2026
Organised: Corporation, LA
Website: deaneretire.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
TODD CULLEN TILLERY	Chartered Financial Analyst	NEW ORLEANS, LA	19	24	n/a	no
MICHAEL THOMAS YEST	Chartered Financial Analyst	NEW ORLEANS, LA	18	26	n/a	no
KEITH LABORDE DEANE	Certified Financial Planner	NEW ORLEANS, LA	16	19	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
DEANE, KEITH, LABORDE	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	D	yes	01/2023	Feb 14, 2020	Mar 1, 2024
TILLERY, TODD, CULLEN	MANAGING DIRECTOR / SECRETARY / TREASURER / DIRECTOR	D	yes	11/2023	Feb 14, 2020	Mar 1, 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
2025	Mar 23, 2026	$251M	$251M	5	3	0	n/a	n/a
2024	Mar 1, 2025	$216M	$216M	6	4	0	n/a	n/a
2023	Feb 29, 2024	$198M	$198M	5	4	0	n/a	n/a
2022	Mar 21, 2023	$189M	$189M	6	5	5	n/a	n/a
2021	Mar 24, 2022	$202M	$202M	5	5	5	n/a	n/a
2020	Mar 29, 2021	$201M	$201M	5	5	0	n/a	n/a
2019	Feb 14, 2020	$155M	$155M	5	5	0	n/a	n/a
2018	Feb 2, 2019	$133M	$133M	6	5	0	n/a	n/a
2017	Feb 28, 2018	$136M	$136M	6	5	0	n/a	n/a
2016	Mar 23, 2017	$130M	$130M	6	5	n/a	n/a	n/a
2015	Feb 15, 2016	$112M	$112M	6	5	n/a	n/a	n/a
2014	Jan 12, 2015	$121M	$121M	6	5	n/a	n/a	n/a
2013	Jan 20, 2014	$119M	$118M	8	5	n/a	n/a	n/a
2012	Mar 28, 2013	$103M	$101M	8	5	n/a	n/a	n/a
2011	Feb 8, 2012	$104M	$101M	n/a	n/a	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
2025	$251M	$216M	15.9%	$189M	10.0%	5	6	0	0

Relationships

Registered with (3)

← KEITH LABORDE DEANEAdvisorregistration: current employment
Aug 20, 2010 to presentfactForm ADV
← MICHAEL THOMAS YESTAdvisorregistration: current employment
Jan 2, 2008 to presentfactForm ADV
← TODD CULLEN TILLERYAdvisorregistration: current employment
Sep 7, 2007 to presentfactForm ADV

Controls (2)

← TILLERY, TODD, CULLENOwnerMANAGING DIRECTOR / SECRETARY / TREASURER / DIRECTOR, ownership code D, individual
Feb 14, 2020 to Mar 1, 2024factForm ADV
← DEANE, KEITH, LABORDEOwnerMANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 14, 2020 to Mar 1, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 19, 2023
Control person left
Laborde Linda Deane (President) no longer on Schedule A of Deane Retirement Strategies, Inc. (listed 2023-03-22, absent 2023-11-19)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2020
Control person joined
Cullen Todd Tillery (Secretary / Treasurer / Director) appeared on Schedule A of Deane Retirement Strategies, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 14, 2020
Control person joined
Laborde Keith Deane (Director) appeared on Schedule A of Deane Retirement Strategies, Inc.
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Nov 19, 2023
Deane Retirement Strategies, Inc. reported 0 offices beyond its principal office, down from 5 (2023-03-22 to 2023-11-19)
Occurred
Mar 24, 2022
Deane Retirement Strategies, Inc. reported 5 offices beyond its principal office, up from 0 (2021-03-30 to 2022-03-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:465794cc-1648-4e53-c8ff-e8c3861f4e5f
First observed: Feb 8, 2012
Last observed: Mar 23, 2026 6 months 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.

DEANE RETIREMENT STRATEGIES, INC.

CRD 127096

NEW ORLEANS, LA

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:465794cc-1648-4e53-c8ff-e8c3861f4e5f

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD CULLEN TILLERY

Chartered Financial Analyst

NEW ORLEANS, LA

n/a

MICHAEL THOMAS YEST

Chartered Financial Analyst

NEW ORLEANS, LA

n/a

KEITH LABORDE DEANE

Certified Financial Planner

NEW ORLEANS, LA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEANE, KEITH, LABORDE

MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER

yes

01/2023

Feb 14, 2020

Mar 1, 2024

TILLERY, TODD, CULLEN

MANAGING DIRECTOR / SECRETARY / TREASURER / DIRECTOR

yes

11/2023

Feb 14, 2020

Mar 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$251M

n/a

2024

Mar 1, 2025

$216M

n/a

2023

Feb 29, 2024

$198M

n/a

2022

Mar 21, 2023

$189M

n/a

2021

Mar 24, 2022

$202M

n/a

2020

Mar 29, 2021

$201M

n/a

2019

Feb 14, 2020

$155M

n/a

2018

Feb 2, 2019

$133M

n/a

2017

Feb 28, 2018

$136M

n/a

2016

Mar 23, 2017

$130M

n/a

2015

Feb 15, 2016

$112M

n/a

2014

Jan 12, 2015

$121M

n/a

2013

Jan 20, 2014

$119M

$118M

n/a

2012

Mar 28, 2013

$103M

$101M

n/a

2011

Feb 8, 2012

$104M

$101M

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

2025

$251M

$216M

15.9%

$189M

10.0%