Thomas O'Neil
D.F. Dent and Company · Baltimore, Maryland
Thomas O'Neil is a fee-only financial advisor at D.F. Dent and Company in Baltimore, Maryland, who holds the CFA credential. D.F. Dent and Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | D.F. Dent and Company |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $7.88B across 1,171 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 4347510 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.dfdent.com |
How Thomas's firm compares
- D.F. Dent and Company's average account is about $6.7 million, from its Form ADV (assets managed divided by 1,171 accounts).
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Questions about Thomas
Is Thomas O'Neil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and D.F. Dent and Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, D.F. Dent and Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas O'Neil based?
Thomas O'Neil is based in Baltimore, Maryland.
What credentials does Thomas O'Neil hold?
Thomas O'Neil holds the CFA credential.
Is Thomas O'Neil registered with the SEC?
Yes. Thomas O'Neil is registered as an investment adviser representative in MD (CRD 4347510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does D.F. Dent and Company manage?
D.F. Dent and Company reports $7.88B across 1,171 accounts in assets under management.
How do I contact Thomas O'Neil?
Through Thomas's website, www.dfdent.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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