# DBD Retirement and Financial Services

DBD Retirement and Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** dbdfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/ray-di-filippo-6675804

## Regulatory record

- **CRD number:** 328239
- **SEC file number:** 801-129039
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328239

## About

DBD RETIREMENT AND FINANCIAL SERVICES is an SEC-registered investment adviser since 2023. The firm manages approximately $134 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Why does DBD maintain such a low public profile?

Many single-family offices founded before the 2010s wave of institutionalization chose privacy as a deliberate structural feature. Avoiding a public brand reduces phishing risk, employee poaching, unwanted deal flow, and the governance overhead of external reporting. For a family focused on intergenerational wealth preservation rather than attracting outside capital, a visible profile offers no strategic benefit.

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Last updated: 2026-08-10T23:49:37.812Z

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