SCHLEGEL DUNN LLC

Overview

Schlegel Dunn LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services as part of its advisory mix. Investment activity centers on publicly available pooled vehicles—primarily mutual funds and other public funds—augmented by selective allocations to outside alternative managers. The firm charges clients either a percentage of assets under management or fixed fees depending on the engagement. Strategy and manager allocation preferences emphasize diversified, manager-driven exposure rather than concentrated direct-stock strategies. Schlegel Dunn makes use of third-party managers where appropriate and integrates hedge funds into client portfolios for diversification and return-enhancement purposes. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices