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S & D Financial, L.L.C.

● SEC registered since 2026CRD 332415SEC# 801-135117San Antonio, TX
Export (members)
Reg. AUM
$125.9M
Employees
15
Accounts
556
Location
San Antonio, TX

S & D Financial, L.L.C. assets under management

S & D Financial, L.L.C. is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2026. It reports $125.9 million in regulatory assets under management and employs 15 people.
reliancefinancialpartners.comView on SEC.gov ↗

S & D Financial, L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Dana William Dunkelberger ControlManaging Member & Chief Executive OfficerOver 75%2024
Sabrina Lennhoff Brown ControlChief Operating OfficerUnder 5%2024
Tyler Robert Dunkelberger ControlChief Financial Officer And Chief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does S & D Financial, L.L.C. manage?

S & D Financial, L.L.C. reports $125.9 million in regulatory assets under management on its Form ADV.

How many employees does S & D Financial, L.L.C. have?

S & D Financial, L.L.C. reports 15 employees.

Where is S & D Financial, L.L.C. located?

S & D Financial, L.L.C. is based in San Antonio, TX and has been SEC-registered since 2026.

Does S & D Financial, L.L.C. disclose fund performance?

S & D Financial, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6827 Camp Bullis Rd, Ste 402, San Antonio, TX 78256
Phone210-255-3040
Fax800-878-6163
Office hoursMonday-Thursday 9a.m.-5p.m., Friday 9a.m.-3p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.9M
Non-discretionary$0
Total (RAUM)$125.9M