Dunn Capital Management
Dunn Capital Management is an SEC-registered ria in Stuart, FL with $269.0M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Dunn Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328632, SEC 801-129466, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $269.0M (2026-03-19)
- Firm type
- Ria
- Location
- Stuart, FL
- Employees
- 27
- Clients
- 1
- CRD
- 328632
- Ownership
- DREYER, DAVID, EUGENE; MARTIN H BERGIN DUNN INTEREST TRUST; BERGIN, MARTIN, HAMILTON; DAILEY, JAMES, RUSSELL; KAUPPI, DAVID, ALLEN
How much AUM does Dunn Capital Management have?
Dunn Capital Management reported $269.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Dunn Capital Management?
Disclosed owners and executives of Dunn Capital Management include DREYER, DAVID, EUGENE, MARTIN H BERGIN DUNN INTEREST TRUST, BERGIN, MARTIN, HAMILTON, DAILEY, JAMES, RUSSELL, KAUPPI, DAVID, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.