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DUNN CAPITAL MANAGEMENT
Legal name: DUNN CAPITAL MANAGEMENT, LLC
CRD 328632File 801-129466
APPROVED
Custody
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$269.0M
Below cohort median (national)
Discretionary AUM
$269.0M
Clients
1
1 accounts
Employees
27
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 16, 2024
- Principal office
- 309 SE OSCEOLA STREET, SUITE 350, STUART, FL, 34994
- Phone
- 772-286-4777
- Website
- https://www.dunncapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.0M
- Discretionary AUM
- $269.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $269.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $269.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 27 | increased by4 |
| Apr 1, 2026 | AUM | $187,575,148 | $268,989,599 | increased by$81,414,451 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DUNN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DUNN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.