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DUNHILL FINANCIAL

LONDON, United Kingdom · CRD 288211 · IAPD ↗ · df-direct.com · +1 561 685 2381

$601.7MRegulatory AUM
12Advisory reps
13Employees
2025Clients
251-500Planning clients
0Private funds
8States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
March 2026 — DUNHILL FINANCIAL changed its website from dunhillfinancial.com to df-direct.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
March 2026 — DUNHILL FINANCIAL crossed $500M in regulatory AUM ($322.9M -> $601.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
January 2026 — DUNHILL FINANCIAL grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
July 2025 — DUNHILL FINANCIAL added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
23
April 2025 — DUNHILL FINANCIAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — DUNHILL FINANCIAL grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
March 2025 — DUNHILL FINANCIAL reported RAUM up 34% ($240.6M -> $322.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
14
February 2025 — DUNHILL FINANCIAL notice-filed in CT, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
February 2025 — DUNHILL FINANCIAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
37
December 2024 — DUNHILL FINANCIAL grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
12
November 2024 — DUNHILL FINANCIAL notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
November 2024 — DUNHILL FINANCIAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
March 2024 — DUNHILL FINANCIAL reported RAUM up 69% ($142.8M -> $240.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.