Johnson Dunn Capital Advisors, Inc.

Johnson Dunn Capital Advisors provides fee‑based, custom investment management on a discretionary basis to individuals, trusts, estates, corporations and charitable organizations, and also offers services to other registered investment advisers. The firm manages both discretionary and non‑discretionary accounts and tailors investment programs based on client objectives and imposed restrictions.

The firm’s investment approach centers on a tactical allocation strategy intended to manage risk and pursue performance, using both fundamental and technical analysis across long‑term, short‑term and trading time horizons, and employing tools such as cash positions as hedges and occasional margin. Portfolios are reviewed regularly and adjusted for changes in market conditions, client circumstances, tax considerations, sector weightings or risk tolerance.

Compared with many solo independent advisers, Johnson Dunn distributes model portfolios to other RIAs for a fee and explicitly lists charitable organizations and other investment advisers among its client types, activities that are less common for firms in its category. The firm’s representatives are also licensed to sell insurance products and receive separate commission compensation for those sales, a relationship the brochure discloses and addresses through its Code of Ethics.