# DAHL FINANCIAL SERVICES

DAHL FINANCIAL SERVICES is an Asset Manager based in Polo, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Polo, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** Undisclosed
- **Website:** dahlfinancial.com

## Regulatory record

- **CRD number:** 123077
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123077

## About

DAHL FINANCIAL SERVICES, INC. is a state-registered investment adviser in POLO, IL. The firm manages approximately $33 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Financial Services
- Insurance

## People

- Richard Dahl

## Questions

### Who runs DAHL FINANCIAL SERVICES?

The firm is associated with Richard Dahl, who built his career in insurance brokerage starting in Houston in the 1970s. Public records indicate he is the central principal behind the holding company. Specific titles for current leadership are not publicly detailed.

### What does DAHL FINANCIAL SERVICES invest in?

The firm acquires controlling or significant minority stakes in established insurance agencies, registered investment advisors, and retirement-planning practices. It focuses on cash-flowing businesses within the financial services sector, primarily in the US Sun Belt.

### How is DAHL FINANCIAL SERVICES structured — as a fund or a holding company?

It operates as a private holding company, not a fund. This structure uses permanent capital without a fixed investment period or mandated exit timeline, allowing it to own portfolio companies indefinitely.

### Which regions does DAHL FINANCIAL SERVICES focus on?

The firm concentrates on the US Sun Belt, with documented activity in Texas and Arizona. Its insurance and wealth management acquisitions cluster in high-growth regional markets.

## Related profiles

- [Cooney Financial Advisors](https://altss.com/profile/cooney-financial-advisors-inc)
- [Koehler Financial Services](https://altss.com/profile/koehler-financial-services-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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