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DUNES FINANCIAL LLC

Advisory

IN

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in IN
#260
of 270 advisers by AUM
Average account
$509K
across 110 accounts
AUM per adviser
$56M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$56M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

BLEND WEALTH ADVISORS LLC
INDIANAPOLIS, IN
$56M
KROUSE STUREMAN & ASSOCIATES, INC.
FORT WAYNE, IN
$56M
-13.0% 1Y
BRIGHTSTONE ADVISORS LLP
FISHERS, IN
$55M
HARMONY WEALTH MANAGEMENT LLC
$55M
SOLVE CONSULTING GROUP, LLC
FORT WAYNE, IN
$54M
MCDONALD PRESLEY CAPITAL MANAGEMENT, INC.
FORT WAYNE, IN
$54M
+16.6% 1Y

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