Dunbar Associates, LLC
● SEC registered since 2022CRD 323134SEC# 801-126791Monroe, CT
Reg. AUM
$307.5M
Employees
3
Accounts
312
Location
Monroe, CT
Dunbar Associates, LLC assets under management
Dunbar Associates, LLC operates as an SEC-registered investment adviser based in Monroe, CT. The firm has been registered since 2022. It reports $307.5 million in regulatory assets under management and employs 3 people.
Dunbar Associates, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Christian Cuomo Control | Director Of Wealth Management / Chief Compliance Officer | Under 5% | 2023 |
| Michele Kristine Dunbar Control | Managing Member / Managing Partner | Over 75% | 2022 |
| Robert George Dunbar Control | Managing Partner | 10-25% | 2022 |
Frequently asked questions
How much does Dunbar Associates, LLC manage?
Dunbar Associates, LLC reports $307.5 million in regulatory assets under management on its Form ADV.
How many employees does Dunbar Associates, LLC have?
Dunbar Associates, LLC reports 3 employees.
Where is Dunbar Associates, LLC located?
Dunbar Associates, LLC is based in Monroe, CT and has been SEC-registered since 2022.
Does Dunbar Associates, LLC disclose fund performance?
Dunbar Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 71 Turkey Roost Road, Monroe, CT 06468 |
| Phone | (203) 880-5716 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$307.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$307.5Mregulatory AUM
Discretionary $241.3MNon-discretionary $66.2M