Insights

High Net-Worth Client Base C.H. Dean caters to high-net-worth individuals, ultra-high-net-worth families, medical professionals, entrepreneurs, and small business owners, indicating opportunities for premium financial products, estate planning services, and specialized investment solutions.

Personalized Wealth Management The company's emphasis on highly consultative, personalized financial planning suggests potential for advanced advisory tools, client engagement platforms, and tailored financial technology solutions.

Technology Infrastructure Leveraging cloud services like AWS alongside analytics tools such as Google Analytics and Tag Manager indicates openness to digital transformation and data-driven client insights, opening avenues for fintech integrations and client portal enhancements.

Financial Growth Opportunities With revenues between 25 and 50 million dollars and a focused client base, there is room to expand service offerings, cross-sell technology solutions, and develop new financial products that cater specifically to affluent and professional clients.

Market Positioning & Competition While operating in a niche with major players like Raymond James and Baird, C.H. Dean can leverage its personalized approach and regional expertise to differentiate via innovative client services and targeted marketing strategies.

C.H. Dean, LLC Tech Stack

C.H. Dean, LLC uses 8 technology products and services including Amazon Web Services, Microsoft 365, Google Fonts API, and more. Explore C.H. Dean, LLC's tech stack below.

Amazon Web Services

Cloud Hosting

Microsoft 365

Google Fonts API

Font Scripts

Twemoji

Font Scripts

PHP

Programming Languages

Yoast SEO

Search Engines

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

C.H. Dean, LLC Email Formats	Example	Percentage
First.Last@chdean.com	John.Doe@chdean.com	33%
LastF@chdean.com	DoeJ@chdean.com	26%
Last@chdean.com	Doe@chdean.com	26%
FLast@chdean.com	JDoe@chdean.com	15%

C.H. Dean, LLC Email Formats

Example

Percentage

First.Last@chdean.com

John.Doe@chdean.com

33%

LastF@chdean.com

DoeJ@chdean.com

26%

Last@chdean.com

Doe@chdean.com

26%

FLast@chdean.com

JDoe@chdean.com

15%

Frequently Asked Questions

Where is C.H. Dean, LLC's headquarters located?

C.H. Dean, LLC's main headquarters is located at 3500 Pentagon Boulevard, Suite 200. The company has employees across 1 continents, including North America.

What is C.H. Dean, LLC's phone number?

You can contact C.H. Dean, LLC's main corporate office by phone at

+1-937-222-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is C.H. Dean, LLC's official website and social media links?

C.H. Dean, LLC's official website is chdean.com and has social profiles on LinkedIn.

What is C.H. Dean, LLC's NAICS code?

C.H. Dean, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does C.H. Dean, LLC have currently?

As of December 2025, C.H. Dean, LLC has approximately 19 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. D.Chief Operations Officer: P. M.Vice President Of Consulting Services: M. W.. Explore C.H. Dean, LLC's employee directory with LeadIQ.

What industry does C.H. Dean, LLC belong to?

C.H. Dean, LLC operates in the Financial Services industry.

What technology does C.H. Dean, LLC use?

C.H. Dean, LLC's tech stack includes Amazon Web ServicesMicrosoft 365Google Fonts APITwemojiPHPYoast SEOGoogle Tag ManagerGoogle Analytics.

What is C.H. Dean, LLC's email format?

C.H. Dean, LLC's email format typically follows the pattern of First.Last@chdean.com. Find more C.H. Dean, LLC email formats with LeadIQ.

When was C.H. Dean, LLC founded?

C.H. Dean, LLC was founded in 1965.

C.H. Dean, LLC

Q: What is C.H. Dean, LLC's official website and social media links?

C.H. Dean, LLC's official website is chdean.com. C.H. Dean, LLC has social profiles on LinkedIn.

Q: How many employees does C.H. Dean, LLC have currently?

C.H. Dean, LLC has approximately 19 employees.

Q: What technology does C.H. Dean, LLC use?

C.H. Dean, LLC's tech stack includes WordPress, Microsoft 365, jQuery, Lightbox, Google Tag Manager.

Financial ServicesOhio, United States11-50 Employees

As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future.

We serve an array of clients, including
•	Doctors and dentists
•	High-income professionals
•	Entrepreneurs and small business owners
•	High-net-worth and ultra-high net worth individuals and families

As a Dean client, you can expect 
•	A highly consultative relationship that entails understanding the financial intersection of your personal and professional life
•	Access to deep expertise across an array of disciplines
•	Integrated solutions that include wealth planning, investment management, and business services 

To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).

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C.H. Dean, LLC Tech Stack

Media & News

C.H. Dean, LLC's Email Address Formats