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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-27-2011
- Office Locations
- 3
Office Locations
About M1 Capital Management LLC
M1 Capital Management is an RIA serving individuals and families with consultative financial, retirement, investment, tax and insurance planning. The firm builds personalized, diversified portfolios with an emphasis on ETFs and fixed income (including U.S. government/agency bonds) and supports socially responsible investing where appropriate. Uses Nitrogen (Riskalyze) for risk profiling and custodies with Schwab.
Reported data analysis
What the numbers show
Between August 26, 2025 and March 23, 2026, reported AUM increased 10.9%, from $406.0M to $450.4M.
Across 5 reported observations, AUM increased 71.8% between September 8, 2022 and March 23, 2026, from $262.1M to $450.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 410 clients, or 68.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 3 reported office locations and 15 years in operation. The source data was last updated on March 23, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full M1 Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL REED DUNBAR
Partner
- CRD
- #1852737
- Ownership
- 50% but less than 75%
RYAN L MALLOCH
PARTNER
- CRD
- #4017541
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS ANDERS COOK
Financial Advisor, General Partner
- CRD
- #5880237
Antonio DeSano
Financial Advisor
- CRD
- #5910283
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,372,440 | $441,542 |
| Non-Discretionary | $0 | -- |
| Total | $450,372,440 | $441,542 |
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Separately Managed Accounts
SMA allocation detail is available
M1 Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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M1 Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.