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| Johnson Dunn Capital Advisors Inc
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|
|---|---|
| CRD # | 320849 |
| SEC # | 801-125028 |
| CIK # | |
| AUM | $136.4 M (2025-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 727-808-9936 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 10.7 |
| (b) Individuals (high net worth individuals) | 32 | 101.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 5.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 136.4 |
| By Discretionary | ||
| Discretionary | 126 | 114.4 |
| Non-Discretionary | 56 | 22.1 |
| Total | 182 | 136.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.4 | |
| Total | 182 | 136.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TCM Advisors LLC
✚
|
0.1 | |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Forthright Partners LLC
✚
|
GA | 0.1 |
|
The Wellington GRP LLC
✚
|
IN | 0.1 |
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |
|
Williams Garth Alan
✚
|
0.1 | |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |