H. C. DENISON CO.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $310.0M |
| Discretionary | $310.0M100% of AUM |
| Client Accounts | 889 |
| Avg Account Size | $349K |
| Employees | 4 |
| Peak AUM | $310.0MMar 2026 |
| AUM CAGR | +110.9% /yrover 1 yrs · 5 filings |
AUM by Client Type
Total AUM
$310M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $310M | +74.8% | — | — | — |
| Discretionary AUM | $310M | +74.8% | |||
Key Metrics
| Total AUM | $310.0M |
| Discretionary | $310.0M |
| Employees | 4 |
| Client Accounts | 889 |
Contact & Location
Address
618 NORTH 7TH STREET
SHEBOYGAN WI 53081
Phone
920 457-9451
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$310M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerPension Consultant