Dunhill Financial, Llc
- Regulatory AUM
- $602M
- Discretionary
- $601M
- Clients
- 996
- Avg AUM / client
- $604K
- Accounts
- 1,701
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 879 | $230M | 38.3% |
| High net worth individuals | 113 | $370M | 61.4% |
| Corporations and other businesses | 4 | $1.6M | 0.27% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Robin Dunhill | Managing Member | Nov 2014 (12y) | 75% or more | |
| Isa Hantzsch | Chief Compliance Officer | Apr 2017 (9y) | 5% – 10% | |
| Kamaljit Singh Somal | Investment Officer | Jun 2020 (6y) | Less than 5% | |
| Joshua Robert Madden | Registered representative | Dec 2021 (5y) | ||
| Ann Lucy Herrero | Registered representative | CFP | Nov 2024 (2y) | |
| Reuben Laurence Woods | Registered representative | Nov 2024 (2y) | ||
| Cedric Bernier | Registered representative | Apr 2025 (1y) | ||
| Robin Alexandra Lakey White | Registered representative | CFP | Jun 2025 (1y) | |
| Dylan St. Cyr | Registered representative | Aug 2025 (1y) | ||
| Eric Lionel Frison | Registered representative | Dec 2025 (1y) | ||
| Dmytro Huk | Registered representative | Feb 2026 (0y) | ||
| Mathieu Allard Cyr | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Interactive Brokers $168M (28% of AUM) Jun 2026
- Fidelity Brokerage Services $162M (27% of AUM) Jun 2026
- Charles Schwab & Co. $84.2M (14% of AUM) Jun 2026
- TradePMR $34.2M (14% of AUM) Jan 2025
- Morningstar Wealth Platform $26.2M (18% of AUM) Oct 2023
- Quilter International Ireland Dac $9.4M (14% of AUM) Dec 2021
- Old Mutual International Ireland Dac $5.4M (14% of AUM) Nov 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗