Johnson Dunn Capital Advisors, Inc.
● SEC registered since 2022CRD 320849SEC# 801-125028
Reg. AUM
$156.1M
Employees
1
Accounts
184
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 $156.1 million in regulatory assets under management and employs 1 people.
Johnson Dunn Capital Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Duane Dunn Control | Managing Director | Over 75% | 2022 |
| Timmi Rudisill Barker Control | Cco | Under 5% | 2023 |
Frequently asked questions
How much does Johnson Dunn Capital Advisors, Inc. manage?
Johnson Dunn Capital Advisors, Inc. reports $156.1 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
| Phone | 727-808-9936 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.1M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$156.1Mregulatory AUM
Discretionary $129.3MNon-discretionary $26.8M