Johnson Dunn Capital Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 320849
- Registered since
- May 25, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.29%
- Charitable Organizations12.84%
- Individuals7.79%
- Other Investment Advisers6.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Johnson Dunn Capital Advisors, Inc. is an independent registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small businesses, with some services for business or institutional clients. The firm is structured as a corporation and is owned by an individual. Its SEC registration dates from 2022. The firm charges clients a percentage of assets under management and does not identify itself as a capital allocator or an active ESG investor. Advisory services emphasize discretionary portfolio management alongside some non-discretionary relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1Timmi Barker
Chief Compliance OfficerCRD 5774664
Contacts
1 of 1Keith Dunn
Managing DirectorCRD 861857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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