Dunhill Financial, LLC
Dunhill Financial, LLC is a registered investment adviser headquartered in London, United Kingdom, with historic ties to Florida, USA. The firm manages client assets primarily for individuals, including both high net worth and other individuals, and a small percentage for corporations. Dunhill Financial oversees hundreds of accounts and employs a team of approximately 9 professionals as of mid-2025. The firm specializes in discretionary portfolio management and caters to clients seeking tailored financial solutions, leveraging its global perspective. Founded in or around 2011, Dunhill Financial serves investors looking for professionalism and international expertise.
Investment Strategy
Dunhill Financial, LLC implements a discretionary investment strategy focused on global diversification, primarily through direct investments in publicly traded equities and ETFs spanning key sectors and indices. The firm balances risk and opportunity by maintaining concentrated holdings in large cap stocks and index funds (such as VOO, VEU, BND, VB) which collectively form almost half of its portfolio. Dunhill Financial emphasizes efficient asset allocation, regular position adjustments based on market conditions, and tactical rebalancing to optimize clients' risk-adjusted returns. Their approach is geared toward long-term growth through systematic portfolio construction and management for both high net worth and non-high net worth individuals, leveraging data-driven analysis and a disciplined investment process.
Top Holdings
Equity Positions (968)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 17.95% | $62.0M | 109,122 | $481.91 | $568.03 | +$23.6M |
V VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 8.74% | $30.2M | 449,134 | $62.83 | $67.22 | +$20.6M |
V VGLT | VANGUARD LONG-TERM TREASURY ETF | 8.18% | $28.2M | 503,149 | $58.02 | $56.12 | +$10.4M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 7.90% | $27.3M | 370,529 | $73.45 | $73.63 | +$9.9M |
V VB | VANGUARD SMALL-CAP ETF | 5.37% | $18.5M | 78,252 | $229.29 | $236.98 | +$9.9M |