Insights

Niche Clientele C.H. Dean primarily serves high-net-worth individuals, professionals, and entrepreneurs, presenting an opportunity to offer premium financial products and exclusive investment opportunities tailored to wealthy clients.

Technological Infrastructure Utilizing advanced technology like AWS, Google Analytics, and SEO tools indicates the firm's openness to digital solutions, opening avenues for upselling digital investment platforms or cybersecurity services.

Growth Potential With revenue between 25 and 50 million dollars and a relatively small team, the company is positioned for expansion in wealth management services, which could benefit from additional financial planning tools, CRM, or client engagement solutions.

Market Positioning As a boutique Dayton-based firm competing with large institutions, C.H. Dean values personalized service, suggesting opportunities to tailor high-touch financial advisory and client retention services.

Service Integration Offering integrated wealth planning, investment management, and business services indicates a likelihood to adopt comprehensive financial technology tools to enhance service delivery and operational efficiency.

Similar companies to C.H. Dean, LLC

C.H. Dean, LLC Tech Stack

C.H. Dean, LLC uses 8 technology products and services including WordPress, Mailchimp, Font Awesome, and more. Explore C.H. Dean, LLC's tech stack below.

  • WordPress
    Content Management System
  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Media & News

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

C.H. Dean, LLC uses at least 1 format(s):
C.H. Dean, LLC Email FormatsExamplePercentage
First.Last@chdean.comJohn.Doe@chdean.com
33%
LastF@chdean.comDoeJ@chdean.com
26%
Last@chdean.comDoe@chdean.com
26%
FLast@chdean.comJDoe@chdean.com
15%

Frequently Asked Questions

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

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C.H. Dean, LLC's main headquarters is located at 3500 Pentagon Boulevard Suite 200 Dayton, Ohio 45431 United States. The company has employees across 1 continents, including North America.

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

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

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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?

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

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

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As of June 2026, C.H. Dean, LLC has approximately 20 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?

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

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

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C.H. Dean, LLC's tech stack includes WordPressMailchimpFont AwesomeGoogle Fonts APIPriority HintsWP EngineYoast SEOGoogle Analytics.

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

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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?

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

C.H. Dean, LLC

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).

Section iconCompany Overview

Headquarters
3500 Pentagon Boulevard Suite 200 Dayton, Ohio 45431 United States
Phone number
Website
chdean.com
NAICS Code
52 - Finance and Insurance
Founded
1965
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    C.H. Dean, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    C.H. Dean, LLC's revenue is estimated to be in the range of $25M$50M

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