Johnson Dunn Capital Advisors, Inc.

Overview

Johnson Dunn Capital Advisors, Inc. is an independent, SEC‑registered investment adviser that operates as a corporation under individual ownership. The firm charges fees as a percentage of assets under management and primarily serves individual and family clients, while also providing portfolio management services for small businesses and for broader business or institutional accounts. The adviser does not identify itself as an active ESG investor, is not positioned as a capital allocator, and does not act as a pension consultant or related adviser. SEC registration is listed as beginning in 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices