RIA Intel›Advisers›Maryland›SEAN LOUIS DEFREHN

SEAN LOUIS DEFREHN

Advisory

MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MD

#407

of 468 advisers by AUM

Average account

$463K

across 163 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$0

Non-Discretionary AUM$75M

Discretionary %0%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

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

PHILADELPHIA INVESTMENT MANAGEMENT CO

$75M

CAPITAL INVESTMENT MANAGEMENT INC.

$76M

AMES STEVEN REEDE

$76M

STRATUS CAPITAL MANAGEMENT, LLC

$75M

ANCHOR WEALTH ADVISORS, LLC

COCKEYSVILLE, MD

$76M

AUDIBLE WEALTH MANAGEMENT LLC

SILVER SPRING, MD

$76M

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