Schlegeldunn, LLC

● SEC registered since 2025CRD 337990SEC# 801-134319Plano, TX

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Plano, TX

Schlegeldunn, LLC assets under management

Schlegeldunn, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2025. It employs 4 people.

schlegeldunn.com View on SEC.gov ↗

Schlegeldunn, LLC owners & executives

3 reported

Name	Title	Ownership	Since
Brent Jerome Dunn Control	Chief Compliance Officer And Financial Advisor	10-25%	2025
Scott Jeffrey Schlegel Control	Chief Financial Officer And Financial Advisor	25-50%	2025
Steven Todd Schlegel Control	Chief Executive Officer And Financial Advisor	25-50%	2025

Frequently asked questions

How many employees does Schlegeldunn, LLC have?

Schlegeldunn, LLC reports 4 employees.

Where is Schlegeldunn, LLC located?

Schlegeldunn, LLC is based in Plano, TX and has been SEC-registered since 2025.

Does Schlegeldunn, LLC disclose fund performance?

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

Contact & registration

Address	7160 Dallas Parkway, Suite 230, Plano, TX 75024
Phone	(972) 327-3607
Fax	(927) 767-5055
Office hours	By Appointment
SEC region	Fort Worth Regional Office (FWRO)
Discloses disciplinary history	No