# S & D FINANCIAL, L.L.C.

S & D FINANCIAL, L.L.C. of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 332415
- Type: SEC-registered investment adviser
- SEC file number: 801-135117
- Location: 6827 CAMP BULLIS RD, STE 402, SAN ANTONIO, TX, 78256
- Phone: 210-255-3040
- Latest filing: 2026-05-11
- Regulatory AUM: $134.2M
- Discretionary AUM: $133.5M
- Non-discretionary AUM: $703K
- Clients: 15
- Accounts: 588

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Dana William Dunkelberger | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Sabrina Lennhoff Brown | CHIEF OPERATING OFFICER | — |
| Tyler Robert Dunkelberger | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332415/similar
- Related entities: https://search.stillhousedata.com/firm/332415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332415

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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.