Overview
Assets Under Management: $310 million
Headquarters: SHEBOYGAN, WI
High-Net-Worth Clients: 93
Average Client Assets: $2.0 million
Frequently Asked Questions
H. C. DENISON CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #1628), H. C. DENISON CO. is subject to fiduciary duty under federal law.
H. C. DENISON CO. is headquartered in SHEBOYGAN, WI.
H. C. DENISON CO. serves 93 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, H. C. DENISON CO. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
H. C. DENISON CO. manages $310 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, H. C. DENISON CO. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.90%
Average Client Assets: $2.0 million
Total Client Accounts: 889
Discretionary Accounts: 889
Regulatory Filings
CRD Number: 1628
Filing ID: 2078131
Last Filing Date: 2026-03-23 05:21:55