David Bunnell
Financial advisor at Private Client Services, LLC · Louisville, KY
Last updated 2026-10-10
Claim your profileDavid Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY, CRD 7768329. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2026-04-16.
Registration
- CRD number
- 7768329
- Registration status
- Active
- IAPD registration
- 2026-04-16
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- KY
Licenses and exams
- Series 66
- Series 63
Work history
- 2019-10 to 2023-08 · Penske Truck Leasing · Raleigh, NC
- 2023-06 to 2024-02 · Thrivent Investment Management Inc · Cincinnati, OH
- 2023-08 to 2024-02 · Thrivent Financial · Appleton, WI
- 2018-11 to 2018-12 · Ups · Cincinnati, OH
- 2018-07 to 2018-07 · Amazon.com, Inc. · Cincinnati, OH
- 2017-05 to 2017-08 · Almost Family, Inc · Cincinnati, OH
- 2024-05 to 2026-03 · Jpmorgan Chase Bank, N.A. · Cincinnati, OH
- 2024-05 to 2026-03 · J.P. Morgan Securities LLC · Cincinnati, OH
- 2015-10 to 2017-04 · Unemployed · Cincinnati, OH
- 2017-09 to 2018-06 · Unemployed · Cincinnati, OH
- 2018-08 to 2018-10 · Unemployed · Cincinnati, OH
- 2019-01 to 2019-09 · Unemployed · Cincinnati, OH
- 2024-03 to 2024-04 · Unemployed · Covington, KY
- 2026-03 to Present · Private Client Services · Louisville, KY
Current employment
- Private Client Services, LLC · Louisville, KY
Private Client Services, LLC
- Regulatory AUM
- $1,383,095,742
- Registered advisors
- 66
- Offices
- 41
- Clients per advisor
- 132.8 (High)
- Average AUM per client
- $157.8K (Low)
- High-net-worth client ratio
- 2.2% (Low)
Private Client Services, LLC: advisors, services and reported ETF investments
About
David Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY. Reported securities licenses include Series 66 and Series 63. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Private Client Services, Jpmorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Unemployed, among others.
SEC disclosures list additional business and community activities: Trinity High School; Not Investment-Related; 4011 Shelbyville Rd: men's soccer coaching.
Private Client Services, LLC's firm-level Form ADV reports 66 advisors across 41 offices; approximately 132.8 clients per advisor, average assets per client of $157,798, and regulatory AUM of $1.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $301.5M across 133 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Bunnell personally.
Reported ETF positions
Private Client Services reports 133 ETF positions worth $301.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $40.9M |
| IEFA — iShares Core MSCI EAFE ETF | $24.1M |
| VWO — Vanguard FTSE Emerging Markets ETF | $12.3M |
| VB — Vanguard Morningstar Small-Cap ETF | $10.2M |
| HGER — Harbor All-Weather Inflation Focus ETF | $10.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Client Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $9.2M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $476.5K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Client Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
2225 Lexington Rd, Louisville, KY 40206
47 advisors at this office.
Contact
The firm's filed contact details.
Official record
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