DUNN FINANCIAL ADVISORS, LLC

DUNN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 116173). Regulatory assets under management: $29.7M.

Registration

• CRD: 116173
• Type: Registered investment adviser
• Phone: 540-665-8006
• Latest filing: 2026-03-12
• Regulatory AUM: $29.7M
• Discretionary AUM: $29.7M
• Clients: 1
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search