# DUNCAN INVESTMENT ADVISORS, INC.

DUNCAN INVESTMENT ADVISORS, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155836
- Type: SEC-registered investment adviser
- SEC file number: 801-72027
- Location: 5973 AVENIDA ENCINAS, SUITE 210, CARLSBAD, CA, 92008
- Phone: 760-476-1560
- Latest filing: 2015-08-12
- Regulatory AUM: $236.7M
- Discretionary AUM: $236.7M
- Clients: 7
- Accounts: 721

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| DUNCAN CHARLES GEORGE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155836/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155836/similar
- Related entities: https://search.stillhousedata.com/firm/155836/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155836

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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.