Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 33
Average Client Assets: $3.5 million
Frequently Asked Questions
JOHNSON DUNN CAPITAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #320849), JOHNSON DUNN CAPITAL ADVISORS, INC. is subject to fiduciary duty under federal law.
JOHNSON DUNN CAPITAL ADVISORS, INC. serves 33 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, JOHNSON DUNN CAPITAL ADVISORS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
JOHNSON DUNN CAPITAL ADVISORS, INC. manages $156 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, JOHNSON DUNN CAPITAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.29%
Average Client Assets: $3.5 million
Total Client Accounts: 184
Discretionary Accounts: 132
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 320849
Filing ID: 2035741
Last Filing Date: 2026-03-27 12:08:57