Johnson Dunn Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 27, 2026, reports $156M in regulatory assets under management, 1 employee, and 184 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
39
2
HNWI
45.8%
33
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 27, 2026
Discretionary82.8%
$129M
83% of total RAUM82.8%
Non-discretionary17.2%
$27M
17% of total RAUM17.2%
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$156M
Total Accounts184
10Y AUM Change+$156M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee72:1
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.