J
CRD: 320849
Johnson Dunn Capital Advisors, Inc.
Palm Harbor, FL
7278089936
$156.1M Total AUM
$129.3M Disc. AUM
17.6% 3Y CAGR
1 Employees
72 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2022
- Office Locations
- 2
Office Locations
36750 US 19 North Innisbrook #2354 Palm Harbor FL
-- Palm Harbor FL
About Johnson Dunn Capital Advisors, Inc.
Johnson Dunn Capital Advisors, Inc. is a Palm Harbor-based RIA with 2 offices. The firm has been operating for 4 years. Managing $156.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$156.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha Vertex
Investment Themes
Ridge Vital
Investment Vehicles
Signal
Services
Matrix Beacon quantum Summit prime Vital zenith
Owner & Executives
K
KEITH DUANE DUNN
Advisor, MANAGING DIRECTOR
- CRD
- #861857
- Ownership
- 75% or more
(905) 402-1561
delta.pathway@vitalcapital.com
in linkedin.com/in/glacier-optima
T
TIMMI RUDISILL BARKER
Chief Compliance Officer, Project Manager
- CRD
- #5774664
- Ownership
- Less than 5%
(761) 876-9588
horizon.beacon@pioneercapital.com
in linkedin.com/in/atlas-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,280,000 | $979,394 |
| Non-Discretionary | $26,836,000 | $516,077 |
| Total | $156,116,000 | $848,457 |
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Separately Managed Accounts
Total SMA Asset: $156,116,000
Equity - Exchange:
21.6% Cash:
6.4% Corporate - Investment Grade:
23.1% U.S. Government/Agency:
28.8% Municipal Bonds:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,884,859,118 | 21.6% |
| Cash | $558,476,776 | 6.4% |
| Corporate - Investment Grade | $2,015,752,112 | 23.1% |
| U.S. Government/Agency | $2,513,145,491 | 28.8% |
| Municipal Bonds | $1,753,966,123 | 20.1% |
| Total | $8,726,199,620 | 100.0% |