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|
| Keyboard |
| C C Dunnavan & Co Inc
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|
|---|---|
| CRD # | 109058 |
| SEC # | 801-14602 |
| CIK # | |
| AUM | 392.7 M (2026-03-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 612-630-1101 |
| Address | 43 Main Street SE Minneapolis, MN 55414 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 48.0 |
| (b) Individuals (high net worth individuals) | 73 | 269.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.8 |
| (h) Charitable organizations | 2 | 68.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 392.7 |
| By Discretionary | ||
| Discretionary | 231 | 392.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 392.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.7 | |
| Total | 231 | 392.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
✚
|
CO | 393.2 M |
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
Atlatl Advisers LLC
✚
|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |
|
The Darrow Company Inc
✚
|
MA | 392.4 M |
|
Eastover Investment Advisors LLC
✚
|
NC | 392.3 M |
|
S&A Financial Services Inc
✚
|
KS | 392.3 M |
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |