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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DUNHILL FINANCIAL

DUNHILL FINANCIAL, LLC, CRD 288211

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd7a54a8-a7da-ce92-9e34-ff487288804f

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: May 8, 2017 to Sep 8, 2026
69 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $602MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $601M
Private client RAUM: $600MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $50.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 12
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,701
Individual clients: 879
High net worth clients: 113
SEC number: 801-110590
CRD: 288211
Filings on the tape: 69
First filed: May 8, 2017
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, FL
Website: df-direct.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CEDRIC BERNIER	n/a	BIARRITZ \| LONDON	1	13	2	no
Dylan St. Cyr	n/a	LONDON \| BIARRITZ	1	11	n/a	no
Eric Lionel Frison	n/a	LONDON \| BIARRITZ	0	17	n/a	no
Mathieu Allard Cyr	n/a	Biarritz \| LONDON	0	10	n/a	no
David Mark Oldenkamp	n/a	London	0	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUNHILL, BRIAN, ROBIN	MANAGING MEMBER	E	yes	11/2014	May 8, 2017	Nov 26, 2024
HANTZSCH, ISA	CHIEF COMPLIANCE OFFICER	A	yes	04/2017	May 8, 2017	Nov 26, 2024
Somal, Kamaljit, Singh	INVESTMENT OFFICER	Na	no	06/2020	Oct 9, 2020	Nov 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DUNHILL FINANCIAL LTD	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$602M	$601M	11	11	4	n/a	n/a
2024	Apr 20, 2025	$323M	$323M	9	8	3	n/a	n/a
2023	Feb 23, 2024	$241M	$241M	4	4	0	n/a	n/a
2022	Jan 24, 2023	$143M	$143M	5	4	0	n/a	n/a
2021	Feb 3, 2022	$124M	$124M	5	5	0	n/a	n/a
2020	Mar 18, 2021	$68.3M	$59.6M	5	2	1	n/a	n/a
2019	Mar 11, 2020	$50.0M	$50.0M	4	3	1	n/a	n/a
2018	Mar 4, 2019	$40.2M	$40.2M	3	2	1	n/a	n/a
2017	Feb 7, 2018	$41.1M	$38.8M	3	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$602M	$323M	86.4%	$143M	61.5%	13	9	4	3

Relationships

Registered with (13)

← David Mark OldenkampAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Mathieu Allard CyrAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← ISA HANTZSCHAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Eric Lionel FrisonAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Dylan St. CyrAdvisorregistration: current employment
Aug 27, 2025 to presentfactForm ADV
← ROBIN ALEXANDRA LAKEY-WHITEAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← CEDRIC BERNIERAdvisorregistration: current employment
Apr 10, 2025 to presentfactForm ADV
← Reuben Laurence WoodsAdvisorregistration: current employment
Nov 15, 2024 to presentfactForm ADV
← ANN LUCY HERREROAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← Joshua Robert MaddenAdvisorregistration: current employment
Dec 9, 2021 to presentfactForm ADV
← Kamaljit Singh SomalAdvisorregistration: current employment
Nov 5, 2021 to presentfactForm ADV
← BRIAN ROBIN DUNHILLAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← MATTHEW JACKSON WATSONAdvisorregistration: previous registration
Sep 12, 2018 to Mar 10, 2020factForm ADV

Controls (2)

← DUNHILL, BRIAN, ROBINOwnerMANAGING MEMBER, ownership code E, individual
May 8, 2017 to Nov 26, 2024factForm ADV
← HANTZSCH, ISAOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
May 8, 2017 to Nov 26, 2024factForm ADV

Owns (1)

← Somal, Kamaljit, SinghOwnerINVESTMENT OFFICER, ownership code NA, individual
Oct 9, 2020 to Nov 26, 2024factForm ADV

Dated events

Occurred
Feb 27, 2026
Regulatory AUM changed
Dunhill Financial reported RAUM $601.7M, up 86% from $322.9M (2026-01-14 to 2026-02-27)
Form ADVobserved 6 days ago
$279M
Occurred
Oct 9, 2020
Control person left
Jackson Matthew Watson (Chief Operating Officer) no longer on Schedule A of Dunhill Financial (listed 2020-09-08, absent 2020-10-09)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2019
Control person joined
Jackson Matthew Watson (Chief Operating Officer) appeared on Schedule A of Dunhill Financial
Form ADVobserved 6 days ago
Occurred
Jun 21, 2017
Succession filed (Item 4)
Dunhill Financial, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
May 8, 2017
First Form ADV filing
Dunhill Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd7a54a8-a7da-ce92-9e34-ff487288804f
First observed: May 8, 2017
Last observed: Sep 8, 2026 13 days 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.

DUNHILL FINANCIAL

DUNHILL FINANCIAL, LLC, CRD 288211

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd7a54a8-a7da-ce92-9e34-ff487288804f

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CEDRIC BERNIER

n/a

BIARRITZ | LONDON

Dylan St. Cyr

n/a

LONDON | BIARRITZ

n/a

Eric Lionel Frison

n/a

LONDON | BIARRITZ

n/a

Mathieu Allard Cyr

n/a

Biarritz | LONDON

n/a

David Mark Oldenkamp

n/a

London

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUNHILL, BRIAN, ROBIN

MANAGING MEMBER

yes

11/2014

May 8, 2017

Nov 26, 2024

HANTZSCH, ISA

CHIEF COMPLIANCE OFFICER

yes

04/2017

May 8, 2017

Nov 26, 2024

Somal, Kamaljit, Singh

INVESTMENT OFFICER

06/2020

Oct 9, 2020

Nov 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DUNHILL FINANCIAL LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$602M

$601M

n/a

2024

Apr 20, 2025

$323M

n/a

2023

Feb 23, 2024

$241M

n/a

2022

Jan 24, 2023

$143M

n/a

2021

Feb 3, 2022

$124M

n/a

2020

Mar 18, 2021

$68.3M

$59.6M

n/a

2019

Mar 11, 2020

$50.0M

n/a

2018

Mar 4, 2019

$40.2M

n/a

2017

Feb 7, 2018

$41.1M

$38.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$602M

$323M

86.4%

$143M

61.5%