# Schlegel Dunn LLC: new SEC registration, $279M AUM, Plano, TX

**Score:** 45/100

| 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 |

## Why this score
- $279M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/337990). Last refreshed: 2026-10-28T20:49:58.746Z.
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.