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Dunn Capital Management, LLC

● SEC registered since 2024CRD 328632SEC# 801-129466Stuart, FL
Export (members)
Reg. AUM
$187.6M
Employees
23
Accounts
1
Location
Stuart, FL

Dunn Capital Management, LLC assets under management

Dunn Capital Management, LLC is an SEC-registered investment adviser based in Stuart, FL. The firm has been registered since 2024. It reports $187.6 million in regulatory assets under management and employs 23 people.
www.linkedin.com/company/dunncapitalView on SEC.gov ↗

Dunn Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
David Allen Kauppi ControlCfoUnder 5%2016
David Eugene Dreyer ControlGeneral Counsel & CcoUnder 5%2008
James Russell Dailey ControlCeoUnder 5%2016
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Frequently asked questions

How much does Dunn Capital Management, LLC manage?

Dunn Capital Management, LLC reports $187.6 million in regulatory assets under management on its Form ADV.

How many employees does Dunn Capital Management, LLC have?

Dunn Capital Management, LLC reports 23 employees.

Where is Dunn Capital Management, LLC located?

Dunn Capital Management, LLC is based in Stuart, FL and has been SEC-registered since 2024.

Does Dunn Capital Management, LLC disclose fund performance?

Dunn Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address309 SE Osceola Street, Suite 350, Stuart, FL 34994
Phone772-286-4777
Fax772-286-5366
Office hours8a.m.-6p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$187.6M
Non-discretionary$0
Total (RAUM)$187.6M