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Dunnavan & Co.

Dunnavan & Co.. CRD 109058

Dunnavan & Co. logo

CRD: 109058

Dunnavan & Co.

Minneapolis, MN, 55414
6126301101
www.dunnavan.com
$392.7M Total AUM
$392.7M Disc. AUM
3.9% 3Y CAGR
6 Employees
231 ADV. Clients
47 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Merrill Lynch
Clients
Retail and Institutional
Platforms
--
Established Date
06-01-1979
Office Locations
1

Office Locations

43 Main Street S.e. Suite 506 Minneapolis MN

About Dunnavan & Co.

Dunnavan & Co. is a Minneapolis-based investment adviser providing investment counsel and discretionary portfolio management, making and executing decisions through the broker/custodian a client selects. The firm emphasizes personalized, research-driven portfolios aligned to goals, income needs, risk tolerance, and time horizon, with an ETF- and fixed-income-oriented asset-allocation approach. The firm states it does not offer services via WhatsApp.

Team overview

63 AVG AGE
$98.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
11.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
47yrs Firm Age

Insights

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Asset Classes

Quantum harbor

Custodian

North Signal

Investment Themes

Unison Vital delta

Investment Vehicles

Optima

Services

Capital north Vital vital

Owner & Executives

CHRISTOPHER RICHARDSON DOUGALL

CHRISTOPHER RICHARDSON DOUGALL

President

CRD
#2439578
Ownership
75% or more
(563) 435-4767
delta.fusion@capitalcapital.com
in linkedin.com/in/timber-oak
W

WELLBORN LLOYD HUDSON

Chief Compliance Officer, OPERATIONS MANAGER

CRD
--
Ownership
Less than 5%
(607) 810-4742
ridge.vital@summitcapital.com
in linkedin.com/in/timber-catalyst

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Contacts

HELENA NATALIA DOUGALL

HELENA NATALIA DOUGALL

President

CRD
#6282926
(666) 390-1681
value.legacy@vitalcapital.com
in linkedin.com/in/summit-vector
DONALD ANDREW JOHNSON

DONALD ANDREW JOHNSON

--

CRD
#705491
(928) 795-9739
atlas.signal@foundationcapital.com
in linkedin.com/in/summit-eagle
M

Momentum timber

Eagle atlas

CRD
#26734
(740) 576-9615
harbor.catalyst@zenithcapital.com
in linkedin.com/in/value-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
03-20-2023
03-14-2024
03-06-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $392,678,403 $1,699,907
Non-Discretionary $0 --
Total $392,678,403 $1,699,907

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Separately Managed Accounts

Total SMA Asset: $392,678,403

$392.7M Total SMA
Equity - Exchange:
18.7%
U.S. Government/Agency:
22.2%
Private Funds:
24.7%
Cash:
14.3%
Corporate - Investment Grade:
20.1%
Asset class Assets Assets %
Equity - Exchange $1,175,389,276 18.7%
U.S. Government/Agency $1,395,381,921 22.2%
Private Funds $1,552,519,525 24.7%
Cash $898,827,093 14.3%
Corporate - Investment Grade $1,263,386,333 20.1%
Total $6,285,504,148 100.0%

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