Dover Advisors, LLC

RIASEC RegisteredEst. 2022
Total AUM
$376M
Discretionary
$342M
91% of AUM
Avg account
$1.1M
Accounts
355
Employees
7
Advisory reps
6

Firm details

Headquarters
,
CRD number
320832
Registered since
May 2, 2022
Website
doveradvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.31%
  • Individuals6.69%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Dover Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Dover is not designated as an ESG-focused advisor, does not position itself as a multi-state pension consultant or capital allocator, and does not report related-adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 17%, US Government Bonds 3%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds17%
  • US Government Bonds3%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • James Abbe

    James Abbe

    Chief Investment OfficerCRD 1686817

Contacts

3 of 5
  • Maxwell Wallace

    Maxwell Wallace

    Managing DirectorCRD 7630472

  • John Mason Antrim

    John Mason Antrim

    Senior Vice President and Managing DirectorCRD 5162205

  • Edward Valentine

    Edward Valentine

    Investment AnalystCRD 8040901

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$32.6M in ETFs

Passive

86%

$27.9M

Active

12%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-1 YEAR TREASURY BOND ETF (SHV)BlackRockPassiveUltrashort Bond$5M45,49015.36%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth