← Directory
DUNHILL FINANCIAL
Legal name: DUNHILL FINANCIAL, LLC
CRD 288211File 801-110590
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$601.7M
Above cohort median (national)
Discretionary AUM
$601.4M
Non-discretionary $308K
Clients
996
1,701 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 9, 2017
- Principal office
- SWAN COURT, 11 WORPLE ROAD, UNIT 109, LONDON, SW19 4JS
- Phone
- +1 561 685 2381
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $601.7M
- Discretionary AUM
- $601.4M
- Non-discretionary AUM
- $308K
- Discretionary accounts
- 1,699
- Non-discretionary accounts
- 2
- Total accounts
- 1,701
- AUM per client
- $604K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.6M |
| High net worth individuals | 113 | $369.6M |
| Individuals (other than high net worth individuals) | 879 | $230.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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.