Dunmoyle Capital Advisors, LLC (Pittsburgh)

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.

Dunmoyle Capital Advisors: assets under management

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 firm manages $42.32 million in discretionary accounts and $23.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.94 million.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dunmoyle Capital Advisors, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Walter Ummer	Chairman	1 May 2010	Other	5790001
Chad David Tomosovich	Chief compliance officer	1 May 2010	25% - 50%	5790005
Robert Stanton Barmen	Ceo	1 May 2010	25% - 50%	2706282
Anthony James Landau	Chief compliance officer	1 Mar 2011	Other	2167824
Llc Dunmoyle Financial Services	Owner	1 Mar 2011	75% - 100%	45-0707588
Max Fredrick Miller	Chief compliance officer	1 Mar 2013	Other	6179939

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Chad David Tomosovich	Principal	1 Mar 2011	25% - 50%	5790005
Robert Stanton Barmen	Ceo	1 Mar 2011	25% - 50%	2706282

Based in Pittsburgh

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.