Key facts
- C.H. Dean is a family office based in Beavercreek, Ohio.
- The team roster lists 5 people.
About C.H. Dean
C.H. Dean is a multi-family office based in Beavercreek, Ohio. Founded in 1965, the firm provides financial management services and family office services including wealth management, investment consulting, tax compliance and accounting. The assets of the firm are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 129679- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 9
- Registered office
- BEAVERCREEK, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as DEAN FINANCIAL SERVICES, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for C.H. Dean are on record yet. Positions surface from round participations, filings, and coverage.
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Team
5 people on record — 5 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.