This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0

Regulatory AUM

$269MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$269M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

27

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Custody, client assets

$269M

SEC number

801-129466

CRD

328632

Filings on the tape

4

First filed

Jan 5, 2024

Latest filed

Mar 19, 2026

Organised

Limited Liability Company, DE

• Occurred

  Apr 12, 2024
  Control person left

  Melissa Sprafkin (Cco) no longer on Schedule A of Dunn Capital Management (listed 2024-01-05, absent 2024-04-12)

  Form ADVobserved 6 days ago
• Occurred

  Jan 5, 2024
  First Form ADV filing

  Dunn Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19962afa-5319-20b9-63a7-8ab29d3e40d8

First observed

Jan 5, 2024

Last observed

Mar 19, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.