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DUNN FINANCIAL ADVISORS, LLC

Advisory

DE

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$230K
across 129 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
40
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$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients40
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

STANTUM, LLC
$30M
TOUCAN FINANCIAL, INC.
$30M
KAPOK CAPITAL LLC
$30M
235 WEALTH MANAGEMENT, LLC
$29M
PACIFIC CREST ASSET MANAGEMENT LLC
$28M
APOGEE GLOBAL ADVISORS, INC.
$28M
-48.0% 1Y

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