# Duncan Financial Management

Duncan Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://duncanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/duncan-financial-management-inc

## Regulatory record

- **CRD number:** 150849
- **SEC file number:** 801-70390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150849

## About

DUNCAN FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in SUNSET HILLS, MO. The firm manages approximately $25 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Duncan Financial Management?

No named principals or investment professionals associated with Duncan Financial Management are publicly identified. The firm's leadership and decision-making structure remain undisclosed.

### What investment strategies does Duncan Financial Management pursue?

No information is publicly available regarding the firm's asset-class mix, stage preferences, or direct vs. fund-based approach. Its investment posture has not been disclosed.

### Does Duncan Financial Management participate in co-investments?

There are no public records of co-investment activity or partnership with external GPs. The firm's stance on co-investments is unknown.

## Related profiles

- [Castling Financial Planning, Ltd.](https://altss.com/profile/castling-financial-planning-ltd)
- [Henderson Asset Management](https://altss.com/profile/henderson-asset-management-llc)

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

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