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Johnson Dunn Capital Advisors, Inc.

● SEC registered since 2022CRD 320849SEC# 801-125028
Export (members)
Reg. AUM
$136.4M
Employees
1
Accounts
182
Location

Johnson Dunn Capital Advisors, Inc. assets under management

Johnson Dunn Capital Advisors, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $136.4 million in regulatory assets under management and employs 1 people.

Johnson Dunn Capital Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Keith Duane Dunn ControlManaging DirectorOver 75%2022
Timmi Rudisill Barker ControlCcoUnder 5%2023

Frequently asked questions

How much does Johnson Dunn Capital Advisors, Inc. manage?

Johnson Dunn Capital Advisors, Inc. reports $136.4 million in regulatory assets under management on its Form ADV.

How many employees does Johnson Dunn Capital Advisors, Inc. have?

Johnson Dunn Capital Advisors, Inc. reports 1 employees.

Does Johnson Dunn Capital Advisors, Inc. disclose fund performance?

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

Contact & registration

Phone727-808-9936
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.4M
Non-discretionary$22.1M
Total (RAUM)$136.4M