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David Allen Kauppi

DUNN CAPITAL MANAGEMENT, LLC·STUART, Florida
Series 28Clean recordDUNN CAPITAL MANAGEMENT, LLC
309 SE OSCEOLA STREET, STUART, FL 34994CRD# 7180217Firm CRD# 328632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allen Kauppi · STUART, FL
Registration
CRD #7180217 · DUNN CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 28
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DUNN CAPITAL MANAGEMENT, LLC
CRD 328632 · SEC 801-129466
AUM
$163M
Regulatory assets under management
Employees
23
1 client accounts
Services offered by DUNN CAPITAL MANAGEMENT, LLC
Per Form ADV
Security ratings or pricing services
View all advisors at DUNN CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does David Allen Kauppi offer?
David Allen Kauppi is a registered financial advisor in STUART, Florida. Contact their office for details on services offered.
What are David Allen Kauppi's credentials?
David Allen Kauppi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Kauppi located?
David Allen Kauppi is based in STUART, Florida, working with DUNN CAPITAL MANAGEMENT, LLC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does David Allen Kauppi charge for services?
David Allen Kauppi's firm is compensated through other: dunn is not compensated directly for investment advisory service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNN CAPITAL MANAGEMENT, LLC?
DUNN CAPITAL MANAGEMENT, LLC has approximately 23 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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