# Duncan Financial Group

Duncan Financial Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 131102
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131102

## About

DUNCAN FINANCIAL GROUP, LLC is a state-registered investment adviser in MIDLAND PARK, NJ. It has 6 employees and 2 investment advisers. The firm is based in New Jersey.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit
- Infrastructure

## People

- Dan Duncan — Founder / beneficiary of underlying wealth

## Questions

### Who controls investment decisions at Duncan Financial Group?

The office is governed by the Duncan family, including Dan Duncan's four children who inherited the Enterprise Products Partners stake. His widow, Jan Duncan, and a close circle of long-time advisors from Enterprise are understood to guide strategy. Specific investment committee membership is not publicly disclosed.

## Related profiles

- [KWK Management](https://altss.com/profile/kwk-management-llc)
- [The Cornish Group](https://altss.com/profile/the-cornish-group-llc-dba-cornish-financial-services-group)

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Last updated: 2026-07-06T01:24:15.585Z

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