Dunnavan & Co.

C. C. Dunnavan & Co. manages roughly $392.7 million for about 228 clients through a three‑advisor team, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing investment supervisory services, creating a signed Portfolio Guidelines Page for each client and, with client authorization, exercising discretionary trading, asset allocation, security selection, and regular portfolio monitoring.

The firm’s investment process combines charting, fundamental and technical analysis and may employ both long‑term and short‑term trading across mutual funds, equities, bonds, REITs and occasional private placements. Accounts are reviewed at least quarterly by an Investment Policy Committee, and all assets are managed internally rather than being delegated to third‑party managers.

Operationally, Dunnavan requires clients to designate their own broker‑dealer and custodian, a practice the brochure highlights as preventing the firm from aggregating trades or negotiating commissions on clients’ behalf and potentially resulting in higher transaction costs or execution delays. The firm also does not take custody of client assets and maintains a $500,000 account minimum (which may be waived), features that distinguish its client servicing and custody model from many similarly sized advisory practices.