# Dunn Capital Management

> Dunn Capital Management is an SEC-registered investment advisory firm in Stuart, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 328632
- Filed as: DUNN CAPITAL MANAGEMENT
- Legal name: Dunn Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328632
- AdvisorCensus page: https://advisorcensus.com/firm/dunn-capital-management-stuart-fl-328632

## Quick answers

**How is Dunn Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Dunn Capital Management reports these compensation arrangements: other.

**Where is Dunn Capital Management located?**
Dunn Capital Management's principal office is in Stuart, FL, according to its Form ADV.

**Is Dunn Capital Management registered with the SEC or a state?**
Dunn Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328632.

**How much does Dunn Capital Management manage?**
Dunn Capital Management reports $268,989,599 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Dunn Capital Management's assets and staff changed since 2024?**
In the Form ADV data for Dunn Capital Management: Regulatory assets under management: $162,766,531 in the October 2024 data and $268,989,599 in the October 2026 data, up 65%. Total employees: 23 in October 2024 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dunn Capital Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Dunn Capital Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328632

**What changed in Dunn Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $187,575,148 to $268,989,599 (+43%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $268,989,599
- Discretionary: $268,989,599
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $268,989,599 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 27 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328632

### Websites listed on Form ADV (Item 1.I)
- dunncapital.com
- LinkedIn @dunncapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $162,766,531 | 23 | April 12, 2024 |
| October 2025 | $187,575,148 | 23 | March 27, 2025 |
| October 2026 | $268,989,599 | 27 | March 19, 2026 |

Regulatory assets under management: $162,766,531 in the October 2024 data and $268,989,599 in the October 2026 data, up 65%.
Total employees: 23 in October 2024 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $187,575,148 to $268,989,599 (+43%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dunn Capital Management (CRD 328632): Form ADV filing data as of October 2026.