S & D Financial, L.L.C.
● SEC registered since 2026CRD 332415SEC# 801-135117San Antonio, TX
Reg. AUM
$134.2M
Employees
15
Accounts
588
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 $134.2 million in regulatory assets under management and employs 15 people.
S & D Financial, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana William Dunkelberger Control | Managing Member & Chief Executive Officer | Over 75% | 2024 |
| Sabrina Lennhoff Brown Control | Chief Operating Officer | Under 5% | 2024 |
| Tyler Robert Dunkelberger Control | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does S & D Financial, L.L.C. manage?
S & D Financial, L.L.C. reports $134.2 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
| Address | 6827 Camp Bullis Rd, Ste 402, San Antonio, TX 78256 |
| Phone | 210-255-3040 |
| Fax | 800-878-6163 |
| Office hours | Monday-Thursday 9a.m.-5p.m., Friday 9a.m.-3p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.2M▲ 7%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$134.2Mregulatory AUM
Discretionary $133.5MNon-discretionary $703K