# DUNCAN & HALEY, LTD.

DUNCAN & HALEY, LTD. of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 109900
- Type: SEC-registered investment adviser
- SEC file number: 801-79706
- Location: 2753 S WASHINGTON STREET, SEATTLE, WA, 98144
- Phone: 206-625-2658
- Latest filing: 2025-09-22
- Regulatory AUM: $664.1M
- Discretionary AUM: $253.3M
- Non-discretionary AUM: $410.8M
- Clients: 4
- Accounts: 110

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| John Colby Haley | PRESIDENT | — |
| Kelsey Leigh Morrison | CCO, VP INSURANCE PRACTICE | — |
| MORRISON SUSAN LEIGH | CCO, VP INSURANCE PRACTICE | — |
| HALEY JOHN COLBY | PRESIDENT | — |
| BLACKHAM KELSEY LEIGH | CCO, VP INSURANCE PRACTICE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109900/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109900/similar
- Related entities: https://search.stillhousedata.com/firm/109900/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109900

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.