Dunnavan & Co.
Dunnavan & Co. is an SEC-registered wealth manager in Minneapolis, MN with $392.7M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Dunnavan & Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109058, SEC 801-14602, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $392.7M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 6
- Clients
- 231
- CRD
- 109058
- Ownership
- DOUGALL, CHRISTOPHER, RICHARDSON; HUDSON, WELLBORN, LLOYD; DUNNAVAN, CHARLES, C
How much AUM does Dunnavan & Co. have?
Dunnavan & Co. reported $392.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Dunnavan & Co.?
Disclosed owners and executives of Dunnavan & Co. include DOUGALL, CHRISTOPHER, RICHARDSON, HUDSON, WELLBORN, LLOYD, DUNNAVAN, CHARLES, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.