Paul Reed Dunbar
Investment adviser representative at M1 Capital Management LLC
15 yearsExperience
1 stateRegistered in
$450.4MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- M1 Capital Management LLCJul 2011 to now
- Purshe Kaplan SterlingJul 2011 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MI).
M1 Capital Management LLC
Legal name: M1 Capital Management
$450.4MAssets managed
403Clients
6Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1852737
- Firm CRD
- 158269