Wealth Manager
    SEC Registered
    Manages Private Funds

    D & P Investment Advisors, Ltd.

    Registered investment advisor · Wakefield, Rhode Island · CRD #119631

    Assets Under Management
    $198M
    Client Accounts
    647
    Employees
    1
    CRD Number
    119631
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About D & P Investment Advisors, Ltd.

    D & P Investment Advisors, Ltd. is a SEC-registered investment advisory firm headquartered in Wakefield, Rhode Island, managing approximately $198M in regulatory assets across 647 client accounts. The firm's full regulatory record is filed with the SEC under CRD #119631.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is D & P Investment Advisors, Ltd.'s AUM?

    D & P Investment Advisors, Ltd. reports approximately $198M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is D & P Investment Advisors, Ltd. headquartered?

    D & P Investment Advisors, Ltd. is headquartered in Wakefield, Rhode Island.

    What is D & P Investment Advisors, Ltd.'s CRD number?

    D & P Investment Advisors, Ltd.'s CRD number is 119631. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does D & P Investment Advisors, Ltd. manage?

    D & P Investment Advisors, Ltd. manages approximately 647 client accounts according to its latest SEC filing.

    Is D & P Investment Advisors, Ltd. SEC registered?

    Yes, D & P Investment Advisors, Ltd. is registered with the SEC as an investment adviser with an approved registration status.

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