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JOHNSON DUNN CAPITAL ADVISORS, INC.
CRD 320849 · SEC 801-125028
TX, United States
Phone
727-808-9936
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.1M
Discretionary AUM
$129.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $12.2M |
| High net worth individuals | 33 | $114.4M |
States served
TX, FL
Official SEC filing: View on IAPD