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DUNBAR ASSOCIATES, LLC
CRD 323134File 801-126791
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$307.5M
Below cohort median (national)
Discretionary AUM
$241.3M
Non-discretionary $66.2M
Clients
308
312 accounts
Employees
3
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 27, 2022
- Principal office
- 71 TURKEY ROOST ROAD, MONROE, CT, 06468
- Phone
- (203) 880-5716
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.5M
- Discretionary AUM
- $241.3M
- Non-discretionary AUM
- $66.2M
- Discretionary accounts
- 227
- Non-discretionary accounts
- 85
- Total accounts
- 312
- AUM per client
- $998K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $34.0M |
| High net worth individuals | 101 | $96.5M |
| Pension and profit sharing plans | 98 | $145.6M |
| Individuals (other than high net worth individuals) | 103 | $31.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11D1
- Q11D2
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.