Johnson Dunn Capital Advisors, Inc.

Overview

Johnson Dunn Capital Advisors, Inc. is a small, equity-first independent advisory firm that serves individuals, families and business clients. The firm charges clients a percentage-of-AUM fee and manages both discretionary and non‑discretionary mandates, with a clear tilt toward publicly traded equities as the primary portfolio building block. Its advisory scope includes customized portfolio management for individuals and small businesses as well as for business or institutional clients. Investment activity shows a strong preference for exchange‑traded securities as the main vehicle for market exposure, supplemented by mutual funds and corporate debt where appropriate. The firm is not positioned as an ESG-focused manager and operates under a single-state structure. Custody and execution flow appears concentrated through one primary custodian, supporting a compact operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices