Dunbar Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Monroe, CT. Its latest Form ADV filing, dated March 27, 2026, reports $307M in regulatory assets under management, 3 employees, and 312 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 33.4% of total clients.
Top client categories% of clientsClients
1
Individuals
33.4%
103
2
HNWI
32.8%
101
3
Pension Plans
31.8%
98
4
Corporations
1.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 27, 2026
Discretionary78.5%
$241M
78% of total RAUM78.5%
Non-discretionary21.5%
$66M
22% of total RAUM21.5%
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$307M
Total Accounts312
10Y AUM Change+$307M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee103:1
10Y Employee Change+1 (+50.0%)
* 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.