DOVER PARTNERS INC

RIASEC RegisteredEst. 1989

Total AUM

$509M

Discretionary

$33.1M

7% of AUM

Avg account

$15.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DAYTON, Ohio
CRD number: 105133
Registered since: November 24, 1989
Website: www.dover-partners.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans93.49%
Individuals6.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Dover Partners Inc is a corporate-structured registered advisor that has been active since the late 1980s and serves both high-net-worth individuals and institutional clients. The firm’s advisory work centers on discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting services. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements depending on the client relationship. Investment positioning is equity-forward: the firm shows a clear preference for exchange-traded equities as a core allocation while supplementing portfolios with mutual funds and externally managed alternative funds. Dover Partners Inc was recognized by investor.com as a “Top RIA Firms to Watch” in 2020, reflecting attention from industry observers for its client work and strategy.