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DUNNAVAN & CO.
Legal name: C. C. DUNNAVAN & CO., INC.
CRD 109058File 801-14602
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$392.7M
Below cohort median (national)
Discretionary AUM
$392.7M
Clients
231
231 accounts
Employees
6
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 1, 1979
- Principal office
- 43 MAIN STREET S.E., SUITE 506, MINNEAPOLIS, MN, 55414
- Phone
- (612) 630-1101
- Website
- HTTP://WWW.DUNNAVAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $392.7M
- Discretionary AUM
- $392.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 231
- Non-discretionary accounts
- 0
- Total accounts
- 231
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $68.9M |
| High net worth individuals | 73 | $269.9M |
| Pension and profit sharing plans | Fewer than 5 | $5.8M |
| Individuals (other than high net worth individuals) | 155 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.