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Dennis Frederick (Powell)


Dennis Frederick is a large advisory firm based in Powell. It manages $29.65 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Dennis Frederick provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dennis Frederick: assets under management

The assets under management (AUM) of Dennis Frederick is $29.65 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $29.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.63 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dennis Frederick 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.

Based in Powell

The principal office where Dennis Frederick performs its advisory services is located at 9348 Dublin Road, Powell, OH 43065, 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 614-792-5905 or by fax 614-792-6194. The normal business hours are 9 am - 5 pm on Monday - Friday.


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