# DUNBAR ASSOCIATES, LLC

DUNBAR ASSOCIATES, LLC of MONROE, CT is an SEC-registered investment adviser.

## Registration

- CRD: 323134
- Type: SEC-registered investment adviser
- SEC file number: 801-126791
- Location: 71 TURKEY ROOST ROAD, MONROE, CT, 06468
- Phone: (203) 880-5716
- Latest filing: 2026-08-05
- Regulatory AUM: $307.5M
- Discretionary AUM: $241.3M
- Non-discretionary AUM: $66.2M
- Clients: 3
- Accounts: 312

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Robert George Dunbar | MANAGING PARTNER | — |
| Michele Kristine Dunbar | MANAGING MEMBER / MANAGING PARTNER | — |
| Keith Christian Cuomo | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | — |
| DUNBAR MICHELE KRISTINE | MANAGING MEMBER / MANAGING PARTNER | — |
| DUNBAR ROBERT George | MANAGING PARTNER | — |
| CUOMO KEITH CHRISTIAN | DIRECTOR OF WEALTH MANAGEMENT / CHIEF COMPLIANCE OFFICER | — |
| DUNBAR ROBERT G | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323134/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323134/similar
- Related entities: https://search.stillhousedata.com/firm/323134/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323134

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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.