# Schlegel Dunn LLC

Schlegel Dunn LLC is a RIA based in Plano, TX.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plano, TX
- **Assets under management:** Undisclosed
- **Website:** https://schlegeldunn.com

## Regulatory record

- **CRD number:** 337990
- **SEC file number:** 801-134319
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337990

## About

SCHLEGEL DUNN LLC is an SEC-registered investment adviser in PLANO, TX, registered since 2025. The firm manages $279 million in assets, $276 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Schlegel Dunn LLC?

No named principals or investment decision-makers are identified in public records for Schlegel Dunn LLC.

### What investment strategy does Schlegel Dunn LLC pursue?

The firm's investment strategy is not publicly documented. No asset-class preferences, stage focus, or portfolio holdings are available.

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Last updated: 2026-07-09T01:13:50.967Z

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