← Tributary

DUNN CAPITAL MANAGEMENT

STUART, FL · CRD 328632 · IAPD ↗ · 772-286-4777

$269.0MRegulatory AUM
6Advisory reps
27Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

56
April 2026 — DUNN CAPITAL MANAGEMENT reported RAUM up 43% ($187.6M -> $269.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2024 — DUNN CAPITAL MANAGEMENT (STUART, FL) is newly SEC-registered with $162.8M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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