Dunmoyle Capital Advisors, LLC is a mid-sized advisory firm based in Pittsburgh. It manages $65.83 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Massachusetts and Pennsylvania.
Dunmoyle Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dunmoyle Capital Advisors, LLC is $65.83 million. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dunmoyle Capital Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Walter Ummer has been acting as President since 1 May 2010. Max Fredrick Miller joined the executive team most recently as the Chief Compliance Officer.
The principal office where Dunmoyle Capital Advisors, LLC performs its advisory services is located at Frick Building, Suite 1000, Pittsburgh, PA 15219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-265-4545 or by fax 412-202-8822. The normal business hours are 9-5 on Monday - Friday.