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- Custodian
- Fifth Third Bank · Gemini Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-25-1985
- Office Locations
- 2
Office Locations
About Dunham
Dunham is a SAN Diego-based RIA with 2 offices. The firm has been operating for 41 years. Managing $5.6B in total assets under management, with 9 advisory representatives. They custody assets with Fifth Third Bank and Gemini Trust.
Reported data analysis
What the numbers show
Between November 13, 2025 and June 29, 2026, reported AUM increased 18.8%, from $4.7B to $5.6B.
Across 5 reported observations, AUM increased 84.9% between December 21, 2022 and June 29, 2026, from $3.0B to $5.6B.
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 9 advisory representatives and 26,355 clients, or 2,928.3 clients per representative. That equates to $213.5K in reported AUM per client.
The profile lists 2 reported office locations and 41 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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Owner & Executives
HELMUT BOISCH
Chief Operating Officer, Chief Operations Officer
- CRD
- #5371920
- Ownership
- Less than 5%
SALVATORE MICHAEL CAPIZZI
--
- CRD
- #1037757
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Hannah Rose Alves
--
- CRD
- #8146174
Ashley Bernales
--
- CRD
- #7832380
Showing 2 of 38 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,739,354,000 | $440,092 |
| Non-Discretionary | $888,284,262 | $372,290 |
| Total | $5,627,638,262 | $427,795 |
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Separately Managed Accounts
SMA allocation detail is available
Dunham has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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