# SCHLEGEL DUNN LLC

SCHLEGEL DUNN LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 337990
- Type: SEC-registered investment adviser
- SEC file number: 801-134319
- Location: 7160 DALLAS PARKWAY, SUITE 230, PLANO, TX, 75024
- Phone: (972) 327-3607
- Latest filing: 2026-01-27
- Regulatory AUM: $279.1M
- Discretionary AUM: $275.7M
- Non-discretionary AUM: $3.4M
- Clients: 4
- Accounts: 535

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brent Jerome Dunn | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | — |
| Steven Todd Schlegel | CHIEF EXECUTIVE OFFICER AND FINANCIAL ADVISOR | — |
| Scott Jeffrey Schlegel | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337990/similar
- Related entities: https://search.stillhousedata.com/firm/337990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337990

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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.