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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ASSET DEDICATION, LLC

CRD 151988

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:a91bc2b1-ceb8-f2f4-eba7-a6998e2a2cf9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 4
On other graphs: 0
Observed: Feb 8, 2012 to Mar 31, 2026
36 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=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
Private client RAUM: $2.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $267Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 6,174
Individual clients: 1,158
High net worth clients: 828
SEC number: 801-71892
CRD: 151988
Filings on the tape: 36
First filed: Feb 8, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

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
KELLY JARROD JENNINGS	Certified Financial Planner	JACKSON, MS \| SAN FRANCISCO, CA	4	12	1	no
JEREMY DANA FLETCHER	Chartered Financial Analyst	SAN FRANCISCO, CA	4	34	2	no
JASON KEITH BRANNING	Certified Financial Planner	JACKSON, MS \| SAN FRANCISCO, CA	4	28	5	no
JOHN BRENT BURNS	n/a	SAN FRANCISCO, CA	4	25	3	no
STEPHEN JARED HUXLEY	n/a	SAN FRANCISCO, CA	4	53	3	no
BRIAN THOMAS DUVALL	Certified Financial Planner	SAN FRANCISCO, CA	4	20	3	no
DANIEL GRAY YEOMAN	n/a	SAN FRANCISCO, CA	4	15	2	no
Arrington Johnson Rhett	Certified Financial Planner\|Chartered Financial Consultant	JACKSON, MS \| SAN FRANCISCO, CA	4	12	1	no
JASON ROBERT ROMERO	n/a	SAN FRANCISCO, CA	1	13	2	no
KRISTI LEWIS TIDWELL	Certified Financial Planner	SAN FRANCISCO, CA	0	26	5	no
Samuel A Buchanan	Certified Financial Planner	SAN FRANCISCO, CA	0	13	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
BURNS, JOHN, BRENT	MEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER	C	yes	10/2009	Feb 8, 2012	Mar 18, 2024
FLETCHER, JEREMY, DANA	MEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT	B	yes	10/2011	Nov 13, 2012	Mar 18, 2024
HUXLEY, STEPHEN, JARED	MEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST	C	yes	10/2009	Feb 8, 2012	Mar 18, 2024
YEOMAN, DANIEL, GRAY	MEMBER/MANAGER/DIRECTOR OF OPERATIONS	B	yes	10/2012	Nov 13, 2012	Mar 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NORTH JACKSON	Ms	United States	2	no
n/a	n/a	n/a	1	no

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 31, 2026	$2.9B	$2.9B	7	5	2	n/a	n/a
2024	Apr 9, 2025	$2.6B	$2.6B	7	5	2	n/a	n/a
2023	Mar 18, 2024	$2.5B	$2.5B	7	5	2	n/a	n/a
2022	Mar 31, 2023	$2.1B	$2.1B	13	10	2	n/a	n/a
2021	Mar 29, 2022	$2.0B	$2.0B	13	10	2	n/a	n/a
2020	Mar 31, 2021	$1.4B	$1.4B	11	10	2	n/a	n/a
2019	Mar 24, 2020	$1.2B	$1.2B	11	9	2	n/a	n/a
2018	Mar 27, 2019	$991M	$991M	9	9	1	n/a	n/a
2017	Mar 20, 2018	$858M	$858M	7	7	1	n/a	n/a
2016	Mar 21, 2017	$595M	$595M	7	7	n/a	n/a	n/a
2015	Mar 30, 2016	$456M	$456M	7	6	n/a	n/a	n/a
2014	Mar 25, 2015	$296M	$296M	5	5	n/a	n/a	n/a
2013	Mar 29, 2014	$242M	$242M	5	5	n/a	n/a	n/a
2012	Mar 27, 2013	$161M	$161M	5	4	n/a	n/a	n/a
2011	Mar 20, 2012	$91.2M	$91.2M	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
2	0	2	0.0%	0	0	0	2	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	$2.9B	$2.6B	12.3%	$2.1B	11.8%	7	7	2	2

Relationships

Registered with (15)

← Samuel A BuchananAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← KRISTI LEWIS TIDWELLAdvisorregistration: previous registration
May 5, 2022 to Oct 4, 2022factForm ADV
← JASON ROBERT ROMEROAdvisorregistration: previous registration
May 10, 2018 to Dec 31, 2021factForm ADV
← JOHN BRENT BURNSAdvisorregistration: previous registration
May 16, 2011 to Dec 31, 2021factForm ADV
← STEPHEN JARED HUXLEYAdvisorregistration: previous registration
May 16, 2011 to Dec 31, 2021factForm ADV
← BRIAN THOMAS DUVALLAdvisorregistration: previous registration
Aug 9, 2021 to Dec 31, 2021factForm ADV
← DANIEL GRAY YEOMANAdvisorregistration: previous registration
Nov 13, 2012 to Dec 31, 2021factForm ADV
← Arrington Johnson RhettAdvisorregistration: previous registration
Aug 9, 2021 to Dec 31, 2021factForm ADV
← JASON KEITH BRANNINGAdvisorregistration: previous registration
Apr 4, 2013 to Dec 31, 2021factForm ADV
← JEREMY DANA FLETCHERAdvisorregistration: previous registration
May 16, 2011 to Dec 31, 2021factForm ADV
← KELLY JARROD JENNINGSAdvisorregistration: previous registration
Mar 30, 2015 to Dec 31, 2021factForm ADV
← John Yo han KimAdvisorregistration: previous registration
May 5, 2022 to May 9, 2023factForm ADV
← CHRISTOPHER WILLIAM KNIGHTAdvisorregistration: previous registration
Jan 3, 2018 to Dec 31, 2021factForm ADV
← AARON JOEL SALTERAdvisorregistration: previous registration
Jan 3, 2018 to Dec 31, 2021factForm ADV
← TONY WALTER PARKINAdvisorregistration: previous registration
May 16, 2011 to Jun 10, 2011factForm ADV

Controls (4)

← FLETCHER, JEREMY, DANAOwnerMEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT, ownership code B, individual
Nov 13, 2012 to Mar 18, 2024factForm ADV
← BURNS, JOHN, BRENTOwnerMEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 8, 2012 to Mar 18, 2024factForm ADV
← HUXLEY, STEPHEN, JAREDOwnerMEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST, ownership code C, individual
Feb 8, 2012 to Mar 18, 2024factForm ADV
← YEOMAN, DANIEL, GRAYOwnerMEMBER/MANAGER/DIRECTOR OF OPERATIONS, ownership code B, individual
Nov 13, 2012 to Mar 18, 2024factForm ADV

Dated events

Occurred
May 9, 2023
Advisor changed firm
John Yo Han Kim left Asset Dedication, Llc for Ensemble Capital Management, Llc (registered 2023-06-07)
Form ADVobserved 4 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Kristi Lewis Tidwell left Asset Dedication, Llc for Buckingham Strategic Wealth, Llc (registered 2022-11-14)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Asset Dedication, Llc reported RAUM $2.0B, up 40% from $1.4B (2022-01-19 to 2022-03-29)
Form ADVobserved 4 days ago
$578M
Occurred
Mar 20, 2018
Regulatory AUM changed
Asset Dedication, Llc reported RAUM $857.6M, up 44% from $594.5M (2017-11-30 to 2018-03-20)
Form ADVobserved 4 days ago
$263M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a91bc2b1-ceb8-f2f4-eba7-a6998e2a2cf9
First observed: Feb 8, 2012
Last observed: Mar 31, 2026 5 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.

ASSET DEDICATION, LLC

CRD 151988

SAN FRANCISCO, CA

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:a91bc2b1-ceb8-f2f4-eba7-a6998e2a2cf9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KELLY JARROD JENNINGS

Certified Financial Planner

JACKSON, MS | SAN FRANCISCO, CA

JEREMY DANA FLETCHER

Chartered Financial Analyst

SAN FRANCISCO, CA

JASON KEITH BRANNING

Certified Financial Planner

JACKSON, MS | SAN FRANCISCO, CA

JOHN BRENT BURNS

n/a

SAN FRANCISCO, CA

STEPHEN JARED HUXLEY

n/a

SAN FRANCISCO, CA

BRIAN THOMAS DUVALL

Certified Financial Planner

SAN FRANCISCO, CA

DANIEL GRAY YEOMAN

n/a

SAN FRANCISCO, CA

Arrington Johnson Rhett

Certified Financial Planner|Chartered Financial Consultant

JACKSON, MS | SAN FRANCISCO, CA

JASON ROBERT ROMERO

n/a

SAN FRANCISCO, CA

KRISTI LEWIS TIDWELL

Certified Financial Planner

SAN FRANCISCO, CA

Samuel A Buchanan

Certified Financial Planner

SAN FRANCISCO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURNS, JOHN, BRENT

MEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

10/2009

Feb 8, 2012

Mar 18, 2024

FLETCHER, JEREMY, DANA

MEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT

yes

10/2011

Nov 13, 2012

Mar 18, 2024

HUXLEY, STEPHEN, JARED

MEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST

yes

10/2009

Feb 8, 2012

Mar 18, 2024

YEOMAN, DANIEL, GRAY

MEMBER/MANAGER/DIRECTOR OF OPERATIONS

yes

10/2012

Nov 13, 2012

Mar 18, 2024

City

State

Country

Employees

Also broker-dealer

NORTH JACKSON

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.9B

n/a

2024

Apr 9, 2025

$2.6B

n/a

2023

Mar 18, 2024

$2.5B

n/a

2022

Mar 31, 2023

$2.1B

n/a

2021

Mar 29, 2022

$2.0B

n/a

2020

Mar 31, 2021

$1.4B

n/a

2019

Mar 24, 2020

$1.2B

n/a

2018

Mar 27, 2019

$991M

n/a

2017

Mar 20, 2018

$858M

n/a

2016

Mar 21, 2017

$595M

n/a

2015

Mar 30, 2016

$456M

n/a

2014

Mar 25, 2015

$296M

n/a

2013

Mar 29, 2014

$242M

n/a

2012

Mar 27, 2013

$161M

n/a

2011

Mar 20, 2012

$91.2M

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

$2.9B

$2.6B

12.3%

$2.1B

11.8%