Schlegel Dunn LLC: new SEC registration, $279M AUM, Plano, TX
Schlegel Dunn LLC (Plano, Texas): new SEC registration, $279M AUM, Plano, TX. Its amount of 279 is above the median of 134 (77th percentile). Dated 400 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 279 · 77th percentile of 1,149 NewRiaPulse records · 2.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Schlegel Dunn LLC |
| Legal name | Schlegel Dunn LLC |
| CRD | 337990 |
| Status | Approved |
| Registered with the SEC | 2025-09-30 |
| Latest Form ADV filing | 2026-01-27 |
| Location | Plano, TX, United States |
| Regulatory AUM | $279,073,436 |
| Accounts | 535 |
| Employees | 4 |
| Website | https://schlegeldunn.com |
| amount percentile | 77th of 1,149 (median 134, 2.1x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Schlegel Dunn LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Schlegel Dunn LLC's amount: 77th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $279M under management.
- Website on file.
What is the NewRiaPulse record for Schlegel Dunn LLC in Plano, Texas?
Schlegel Dunn LLC received SEC registration as an investment adviser (2025-09-30) with $279,073,436 in regulatory assets under management, based in Plano, TX.
How does Schlegel Dunn LLC compare to other Texas NewRiaPulse records?
Its amount of 279 sits in the upper half (77th percentile) of 1,149 records; the median is 134. It is 400 days old; check the official source for later updates before acting.
Schlegel Dunn LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Schlegel Dunn LLC | Plano, TX | 279 | 77th | 2025-09-30 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.