DUNVEGAN ASSOCIATES INC

DUNVEGAN ASSOCIATES INC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 108603). Regulatory assets under management: $53.4M.

Registration

• CRD: 108603
• SEC file number: 801-11453
• Type: Registered investment adviser
• Location: 1114 STATE STREET, SANTA BARBARA, CA, 93101
• Phone: 805-969-5432
• Latest filing: 2026-04-30
• Regulatory AUM: $53.4M
• Discretionary AUM: $53.4M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 108603 on SEC IAPD (source of record)
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