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| Schlegel Dunn LLC
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|
|---|---|
| CRD # | 337990 |
| SEC # | 801-134319 |
| CIK # | |
| AUM | $279.1 M (2026-01-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 972-327-3607 |
| Address | 7160 Dallas Parkway Plano, TX 75024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 48.7 |
| (b) Individuals (high net worth individuals) | 75 | 227.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 279.1 |
| By Discretionary | ||
| Discretionary | 439 | 275.7 |
| Non-Discretionary | 96 | 3.4 |
| Total | 535 | 279.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.1 | |
| Total | 535 | 279.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McBrearty Capital Management Inc
✚
|
TN | 0.3 |
|
Tandem Capital Management Corp
✚
|
NJ | 0.3 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.3 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.3 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.3 |
|
Millennial Wealth LLC
✚
|
0.3 | |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.3 |
|
Verity Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Fort Henry Capital LLC
✚
|
WV | 0.3 |
|
Lexington Hill Partners LLC
✚
|
TX | 0.3 |