Dunn Capital Management, LLC
● SEC registered since 2024CRD 328632SEC# 801-129466Stuart, FL
Reg. AUM
$269M
Employees
27
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 $269 million in regulatory assets under management and employs 27 people.
Dunn Capital Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allen Kauppi Control | Cfo | Under 5% | 2016 |
| David Eugene Dreyer Control | General Counsel & Cco | Under 5% | 2008 |
| James Russell Dailey Control | Ceo | Under 5% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dunn Capital Management, LLC manage?
Dunn Capital Management, LLC reports $269 million in regulatory assets under management on its Form ADV.
How many employees does Dunn Capital Management, LLC have?
Dunn Capital Management, LLC reports 27 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
| Address | 309 SE Osceola Street, Suite 350, Stuart, FL 34994 |
| Phone | 772-286-4777 |
| Fax | 772-286-5366 |
| Office hours | 8a.m.-6p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$269M▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$269Mregulatory AUM
Discretionary $269M