DUNHILL FINANCIAL, LLC
C26
CRD 288211·SEC 801-110590
AUM
$601.7M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $40.2M
'21 · $50.0M
'22 · $124.0M
'23 · $124.0M
'25 · $322.9M
'26 · $601.7M
'20'26
$40.2M → $601.7M▲ +1396%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 9 advisors
'26 · 11 advisors
'20'26
2 advisors → 11 advisors▲ +450%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
SWAN COURT UNIT 10911 WORPLE ROADLONDON, SW19 4JSUnited Kingdom
Business
SWAN COURT UNIT 10911 WORPLE ROADLONDON, SW19 4JSUnited Kingdom
Edgar Recent Filings
13F-HR2026-05-06 · 0001948904-26-000002
13F-HR2026-01-29 · 0001948904-26-000001