RIA Intel›Advisers›Ohio›KENNETH A. DERY & ASSOCIATES, INC.

KENNETH A. DERY & ASSOCIATES, INC.

Advisory

WILLOUGHBY, OH

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account
$2M
across 22 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
22
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TEN TALENTS CAPITAL, LLC
$35M
TRENDCALC CAPITAL MANAGEMENT LLC
COLUMBUS, OH
$35M
SKY VISION WEALTH, LLC
COLUMBUS, OH
$35M
PARLAN FINANCIAL CORP
TOLEDO, OH
$35M
-37.2% 1Y
SORFIS INVESTMENTS, LLC
CHARDON, OH
$35M
PIERCE FINANCIAL PLANNING, INC.
MANSFIELD, OH
$35M
+13.0% 1Y

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