Demming Financial Services Corp.
Firm details
- Headquarters
- Aurora, Ohio
- CRD number
- 120106
- Registered since
- July 23, 2008
- Website
- www.demmingfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.65%
- Individuals22.07%
- Pension & Profit Sharing Plans0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Demming Financial Services Corp. is an independent, SEC-registered advisory firm operating as a corporation and owned by an individual. Registered since 2008, the firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities2%
Owners & executives
2 of 2
Kevin Coholan
Chief Compliance OfficerCRD 6874353
David Demming
Vice President, Chief Investment OfficerCRD 4642088
Contacts
3 of 3
David Demming
PresidentCRD 854343
Jacob Smail
Financial Planning AssociateCRD 7692062
Ryan Coulter
Financial Planning SpecialistCRD 6792198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$146M in ETFs
1%
$873K
98%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $56M | 1,263,422 | 38.51% |
Location
Aurora, OH
Portage
Location
Aurora, OH
Headquartered in Aurora, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Portage
- Address
- 13 New Hudson Rd
- Time zone
- ET (UTC-5)
- Office locations
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