Firm Overview

Dunham Trust Company is a privately held trust company. It is licensed in the states of Nevada and Colorado and is regulated by the state of Nevada, Department of Business and Industry, Financial Institutions Division. Dunham Trust opened in 1999 with the core belief that cultivating highly personal service would make a positive difference in providing exceptional trust administration services. Whether we are working with a family running a business or assisting a wealth manager, building lasting relationships has been and continues to be our key to sustained success. Our senior trust officers interact directly with you so you can benefit from their extensive trust administration, operations and investment management expertise. We look forward to working together with you to build a legacy that lasts for generations.

  Dunham Timeline

1999 Dunham Trust Company opens in Nevada
2007 Dunham Trust and Dunham pass $1 billion Assets Under Administration (“AUA”)
2009 Dunham Trust acquires Adagio Trust Company
2014 Dunham and Dunham Trust pass $2 billion AUM/AUA
2015 Dunham Trust acquires Provident Trust Group’s personal trust assets
2015 Dunham Trust acquires Cache Bank & Trust’s trust assets
2019 Dunham Trust acquires Guardianship Services of Nevada, Inc.’s guardianship, estate, care management, and trust services.
2020 Dunham Trust acquires Professional Estate Administrators, LLC
2021 Dunham and Dunham Trust pass $3 billion AUM/AUA
2022 Dunham and Dunham Trust pass $4 billion AUM/AUA
2022 Dunham launches Insured Deposit Marketplace (“IDM”): $50M of FDIC insurance cash deposit account
2023 Dunham launches Dunham Easy Access Loan (“DEAL”) – offering 65% Line of Credit for clients
2023 Dunham moves to New Headquarters in San Diego
2023 Dunham Trust announces Wyoming Private Trust
2024 DTC Celebrates its 25th Anniversary
2024 Dunham and Dunham Trust pass $5 billion AUM/AUA
2024 Dunham launches DunhamDC, an investment program that Buys Fear and Sells Greed