Firm profile

DUNHILL FINANCIAL

LONDONCRD 288211Latest ADV April 22, 2026

Dunhill Financial is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 22, 2026, reports $602M in regulatory assets under management, 11 employees, 4 offices, and 1,701 accounts.

Assets Under Management
$602M
Employees
11
Offices
4 offices
Total Clients
996
Primary office
LONDON
SWAN COURT, 11 WORPLE ROAD, UNIT 109, LONDON, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOIsa Hantzsch

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
879
2
HNWI
11.3%
113
3
Corporations
0.4%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$602Mas of April 22, 2026
Discretionary99.9%
$601M
100% of total RAUM99.9%
Non-discretionary0.1%
$308K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$602M
Total Accounts1,701
10Y AUM Change+$537M (+829.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee91:1
10Y Employee Change+9 (+450.0%)

* 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.