Dunhill & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dunhill & Company is a small, independent registered investment adviser that provides discretionary portfolio management, financial planning and consulting, and the selection and oversight of third‑party sub‑advisers for individuals, high‑net‑worth clients, corporations and other businesses. The firm reports managing roughly $3.03 million on a discretionary basis and offers complimentary financial planning to clients who use its portfolio management platform.
The firm builds tailored portfolios using model portfolios and third‑party managers and monitors and rebalances accounts on an ongoing basis, employing methods that include fundamental and technical analysis as well as modern portfolio theory. Dunhill’s investment menu explicitly includes alternative investments, REITs and direct real estate exposure, and the brochure notes that tax efficiency is not a primary consideration unless agreed in writing.
Compared with many independent solo advisers, the brochure highlights two less common features: a disclosed affiliation with a real‑estate broker or real‑estate‑related activities and the acceptance of corporate or institutional clients in addition to individual investors. The firm also offers specialized planning work tied to real estate (including real estate analysis and cost‑segregation studies) and discloses arrangements to share in sub‑adviser fees when recommending third‑party managers.
Client services
Expertise
Fee options
Up to $175 per hour for financial planning and consulting
Account minimum: $50,000 Minimum fee: $300 annual minimum fee to open and maintain an advisory account; may be waived at firm discretion Fee-only: Hourly fees for financial planning and consulting services up to $175 per hour
Main office
580 California Street, Ste 1226
San Francisco CA 94104
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)