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- Custodian
- Charles Schwab & Company · Empower · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2022
- Office Locations
- 1
Office Locations
About Dunbar Associates, LLC
Dunbar Associates, LLC is a Monroe-based RIA. The firm has been operating for 3 years. Managing $307.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Reported data analysis
What the numbers show
Between March 7, 2025 and August 5, 2026, reported AUM increased 15.1%, from $267.1M to $307.5M.
Across 4 reported observations, AUM increased 179.9% between October 24, 2023 and August 5, 2026, from $109.9M to $307.5M.
Of the latest reported AUM, 78.5% is discretionary and 21.5% is non-discretionary.
The firm reports 2 advisory representatives and 308 clients, or 154 clients per representative. That equates to $998.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Dunbar Associates, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHELE KRISTINE DUNBAR
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5671270
- Ownership
- 75% or more
ROBERT George DUNBAR
Managing Partner, Partner
- CRD
- #5663056
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,300,600 | $1,062,998 |
| Non-Discretionary | $66,186,400 | $778,664 |
| Total | $307,487,000 | $985,535 |
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Separately Managed Accounts
SMA allocation detail is available
Dunbar Associates, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.