# DUNCAN FINANCIAL MANAGEMENT, INC.

DUNCAN FINANCIAL MANAGEMENT, INC. of SUNSET HILLS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 150849
- Type: SEC-registered investment adviser
- SEC file number: 801-70390
- Location: 10820  SUNSET OFFICE DRIVE, SUNSET HILLS, MO, 63127
- Phone: 314-835-1111
- Latest filing: 2026-03-18
- Regulatory AUM: $25.4M
- Discretionary AUM: $25.4M
- Clients: 2
- Accounts: 423

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| DUNCAN JEFFREY RICHARD | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150849/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150849/similar
- Related entities: https://search.stillhousedata.com/firm/150849/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150849

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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.