Dunnavan & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 5, 2026, reports $393M in regulatory assets under management, 6 employees, and 231 accounts.
Assets Under Management
$393M
Employees
6
Offices
--
Total Clients
231
Primary office
MINNEAPOLIS, MN
43 MAIN STREET S.E., SUITE 506, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
155
2
HNWI
31.6%
73
3
Charitable
0.9%
2
4
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$393Mas of March 5, 2026
Discretionary100.0%
$393M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$393M
Total Accounts231
10Y AUM Change+$151M (+62.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.