DBA: DUNHILL FINANCIAL
| Total AUM | $601.7M |
| Discretionary | $601.4M100% of AUM |
| Non-Discretionary | $308K |
| Client Accounts | 1,701 |
| Avg Account Size | $354K |
| Employees | 11 |
| Peak AUM | $601.7MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $602M | +86.4% | +63.8% | +54.5% | |
| Discretionary AUM | |||||
| Total AUM | $601.7M |
| Discretionary | $601.4M |
| Employees | 11 |
| Client Accounts | 1701 |
| Client Range | 251-500 |
Address
SWAN COURT, 11 WORPLE ROAD
LONDON SW19 4JS
United Kingdom
Phone
+1 561 685 2381
Filing History
79 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$601M
99.9% of AUM
Non-Discretionary
$308,465
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Total AUM
$602M
| $601M |
| +86.3% |
| +63.8% |
| +58.8% |
| Non-Disc. AUM | $308,465 | — | — | 48.8% |
| Total Accounts | 2k | +18.5% | +24.4% | +39.7% |
| Avg Account Size | $353,742.752 | +57.3% | +31.7% | +10.6% |
| Employees | 11 | +37.5% | +31.0% | +17.1% |
| AUM / Employee | $55M | +35.5% | +25.0% | +32.0% |
Client AUM Segments | |||||
| Wealth AUM | $600M | +87.3% | +66.9% | +55.3% | |
| Institutional AUM | $2M | 35.6% | 42.2% | 2.5% | |
Client Count Segments | |||||
| HNW Clients | 879 | +43.9% | +23.3% | +44.6% | |
| Institutional | 4 | 0.0% | 17.5% | 0.0% | |
| Individuals | 113 | +22.8% | +72.6% | +46.1% | |