Dunhill Financial

RIASEC RegisteredEst. 2017

Total AUM

$602M

Discretionary

$601M

100% of AUM

Avg account

$354K

Accounts

1,701

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 288211
Registered since: June 9, 2017
Website: www.dunhillfinancial.com
Custodians: INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.43%
Individuals38.3%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dunhill Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and institutional clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fees include percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements, which supports a mix of advisory engagements from ongoing portfolio management to project work. Dunhill is not positioned as an ESG investor and does not describe itself as a multi‑state or pension consultant adviser. The firm has been SEC‑registered since 2017 and identifies as an allocator that places assets with external managers in addition to managing public funds internally.