Schlegel Dunn LLC
● SEC registered since 2025CRD 337990SEC# 801-134319Plano, TX
Reg. AUM
$279.1M
Employees
4
Accounts
535
Location
Plano, TX
Schlegel Dunn LLC assets under management
Schlegel Dunn LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2025. It reports $279.1 million in regulatory assets under management and employs 4 people.
Schlegel Dunn 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 much does Schlegel Dunn LLC manage?
Schlegel Dunn LLC reports $279.1 million in regulatory assets under management on its Form ADV.
How many employees does Schlegel Dunn LLC have?
Schlegel Dunn LLC reports 4 employees.
Where is Schlegel Dunn LLC located?
Schlegel Dunn LLC is based in Plano, TX and has been SEC-registered since 2025.
Does Schlegel Dunn LLC disclose fund performance?
Schlegel Dunn 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 |
Regulatory AUM
$279.1MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$279.1Mregulatory AUM
Discretionary $275.7MNon-discretionary $3.4M