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 targets individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. FINTRX indicates Dover is not an active ESG investor and classifies the firm as an independent RIA with an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities74%
Public Funds/Mutual Funds17%
US Government Bonds3%
State & Local Bonds3%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

James Abbe
Chief Investment OfficerCRD 1686817

Contacts

3 of 5

Maxwell Wallace
Managing DirectorCRD 7630472
John Mason Antrim
Senior Vice President and Managing DirectorCRD 5162205
Edward Valentine
Investment AnalystCRD 8040901

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 49

Active vs passive

$41M in ETFs

Passive

90%

$36.7M

Active

8%

$4.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-1 YEAR TREASURY BOND ETF (SHV)	BlackRock	Passive	Ultrashort Bond	$11.2M	101,407	27.33%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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