RIA Intel›Advisers›Texas›DEWITT AND DUNN FINANCIAL SERVICES, LLC

DEWITT AND DUNN FINANCIAL SERVICES, LLC

Advisory

ADDISON, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX

#1,910

of 2,813 advisers by AUM

Average account

$174K

across 205 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients117

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

117 clients

46 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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