Dunhill Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$600,120,629
Clients
992
Advisors
5
of 13 employees
About
Dunhill Financial advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses, providing ongoing portfolio management, financial planning and model portfolio services. The firm offers discretionary investment supervisory services and prepares an Investment Policy Statement for each client as the basis for personalized portfolio construction.
The firm combines traditional discretionary management with a hybrid robo‑advisory platform; its methods include charting and cyclical analysis, long‑term trading and options writing, and robo‑portfolios that are algorithmically rebalanced under adviser oversight. Dunhill’s brochure notes that algorithmic allocations are driven by client‑supplied profile data and that automated rebalancing may occur without individualized, account‑by‑account reviews.
Compared with many team firms, Dunhill operates through affiliated foreign‑registered advisers and subsidiaries and serves a significant non‑U.S. client base while maintaining five or more offices. The brochure also discloses several potential conflicts of interest that differ from peers: the firm has contractual and referral arrangements with currency‑exchange providers (including a disclosed percentage fee on referrals), uses third‑party service contracts, and employs model or hypothetical performance in its model portfolio presentations.
Client services
Expertise
Fee options
< $400,000 - < $400,000: $5,000 minimum fee $400,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% > $10,000,000+: $50,000 fixed fee
Minimum fee: $5,000 minimum for accounts under $400,000
Most active in
California · Connecticut · Florida · Georgia · Louisiana · New York · Texas · Washington
Also doing business as
Df Direct · Dunhill Financial · Dunhill Financial, LLC · Omniwealth.Eu
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cedric B
Series 63, Series 66
Remote
Dunhill Financial
Cedric Bernier is a financial advisor at Dunhill Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Beacon Global Advisor Network, Harrison Brook, and Wells Fargo Advisors. Dunhill Financial serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses by providing portfolio management, financial planning, and model portfolio services. The firm combines traditional discretionary management with a hybrid robo-advisory platform and serves a significant non-U.S. client base through affiliated foreign-registered advisers and multiple offices.
Dylan S
Series 65
Remote
Dunhill Financial
Dylan St. Cyr is a financial advisor at Dunhill Financial with Series 65 credentials and one year of industry experience. He owns Perspective Ventures LLC, through which he has provided ice hockey goalie coaching, drawing on his background as a former goaltender. Dunhill Financial advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, offering portfolio management, financial planning, and model portfolio services. The firm combines discretionary management with a hybrid robo-advisory platform, serving both U.S. and non-U.S. clients through multiple offices.
Mathieu C
Series 65
Remote
Dunhill Financial
Mathieu Cyr is a financial advisor at Dunhill Financial with a Series 65 designation and one year of industry experience. Prior to joining Dunhill Financial in 2026, he worked for six years at Anglet Hormadi and was involved with ICEBERG Sports Analytics in 2019. Dunhill Financial advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses by providing portfolio management, financial planning, and model portfolio services. The firm uses a combination of traditional discretionary management and a hybrid robo-advisory platform that incorporates charting, cyclical analysis, and algorithmic rebalancing under adviser supervision.
David O
Series 65
Remote
Dunhill Financial
David Oldenkamp is a Series 65-licensed advisor at Dunhill Financial with one year of industry experience. Before joining Dunhill, he held academic positions at American University in Cairo, King Abdullah University of Science and Technology, and Zayed University. Dunhill Financial serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, offering portfolio management, financial planning, and model portfolio services. The firm combines discretionary investment management with a hybrid robo-advisory platform, utilizing methods such as charting, cyclical analysis, long-term trading, and options writing.
Eric F
Series 65
Remote
Dunhill Financial
Eric Frison is a financial advisor at Dunhill Financial with a Series 65 credential and one year of industry experience. His prior work includes a year at Harrison Brook and 15 years as a self-employed professional before joining Dunhill Financial. Dunhill Financial serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, offering portfolio management, financial planning, and model portfolio services. The firm uses a combination of discretionary management and a hybrid robo-advisory platform, incorporating both algorithmic rebalancing and adviser oversight.
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