Dentgroup LLC
Dentgroup LLC, also known publicly as Dent Wealth Advisors and Dent Asset Management, is an investment adviser headquartered in Baton Rouge, Louisiana. The firm operates with a small team of approximately 5 employees, primarily investment professionals, and serves individual investors (including high net worth individuals) and charitable organizations. Dentgroup has a client-focused approach, working closely with individuals and families to manage and grow their wealth. The firm is registered with the SEC and has a reported AUM as of January 2025 of approximately $298.8 million. It is locally owned and was founded in Louisiana.
Investment Strategy
Dentgroup LLC focuses on providing customized investment management and wealth advisory services primarily for individuals and high net worth clients. Their investment strategy centers on prudent asset allocation, diversification, and long-term growth for client portfolios, utilizing a discretionary approach. While they provide personalized portfolio construction and planning, Dentgroup does not offer pooled investment vehicles, instead managing accounts individually based on client objectives, risk tolerance, and financial goals.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FDVV | FIDELITY COVINGTON TRUST | 7.35% | $11.4M | 204,125 | $51.85 | $55.71 | +$3.5M |
V VUG | VANGUARD INDEX FDS | 5.92% | $9.2M | 19,111 | $315.90 | $479.61 | +$774.3K |
F FBND | FIDELITY MERRIMACK STR TR | 5.00% | $7.7M | 167,326 | $45.74 | $46.24 | +$440.0K |
I IJH | ISHARES TR | 4.65% | $7.2M | 110,163 | $59.65 | $65.26 | -$3.6M |
I ILCG | ISHARES TR | 3.37% | $5.2M | 49,944 | $78.78 | $104.30 | +$1.5M |