Dentgroup, LLC (Baton Rouge)

Name: Dentgroup, LLC
Address: 301 Main Street, Ste. 1502, Baton Rouge, LA, 70801
Telephone: 225-922-9955

Dentgroup, LLC is a large advisory firm based in Baton Rouge. It manages $212.93 million of regulatory assets for 524 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Louisiana, and Texas.

Dentgroup provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dentgroup: assets under management

The assets under management (AUM) of Dentgroup, LLC is $212.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $212.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $406.36 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio. Investments in exchange traded securities form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dentgroup, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dentgroup serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Dentgroup is high net worth individuals with 55 clients and $144.19 million of assets under management. Among the 11 most similar advisory firms, Dentgroup has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $196.7 million for 169 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dentgroup doesn't advise any private funds.

Careers at Dentgroup, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fred Columbus Dent	Managing member	1 Jul 1997	75% - 100%	1757013
Zaheer Poptani	Chief compliance officer	1 Nov 2009	Other	4325262

Based in Baton Rouge

The principal office where Dentgroup, LLC performs its advisory services is located at 301 Main Street, Ste. 1502, Baton Rouge, LA 70801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 225-922-9955 or by fax 225-612-6644. The normal business hours are 8am to 4:30pm on Monday - Friday. You can find more information about the New York firm at dentgroup.com.