Dolphin Financial Group
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 170160
- Custodians
- CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST, LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals59.32%
- HNWI40.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dolphin Financial Group is an independent, privately owned Registered Investment Adviser that serves individuals and families. The firm acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include asset‑based fees, fixed fees, and other fee structures. Dolphin does not position itself as an active ESG investor, and it is not listed as a multi‑state or newly formed adviser. The firm maintains an affiliation with the insurance industry.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Daniel Wendol
CEO & FounderCRD 4893262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 2430 Estancia Blvd
- Time zone
- ET (UTC-5)
- Office locations
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