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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
About Schlegel Dunn LLC
SchlegelDunn LLC is a Plano, TX registered investment advisor providing comprehensive financial planning and ongoing investment management, including retirement, estate, and risk planning. The firm emphasizes behavioral finance—helping clients navigate the psychology of money through long-term, goals- and risk-tolerance-aligned portfolios rather than market timing. Custody is through Raymond James.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
SCOTT JEFFREY SCHLEGEL
Chief Financial Officer, Financial Advisor
- CRD
- #5321133
- Ownership
- 25% but less than 50%
STEVEN TODD SCHLEGEL
Chief Executive Officer, Financial Advisor
- CRD
- #4356206
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,675,460 | $627,962 |
| Non-Discretionary | $3,397,976 | $35,396 |
| Total | $279,073,436 | $521,633 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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