Dover Partners Inc
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
FINTRXOverview
Dover Partners Inc. is an SEC-registered institutional RIA organized as a corporation and in operation since 1989. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions, in addition to pension consulting services. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Dover Partners Inc. was named one of the "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds18%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Jackson Newell
Chief Executive OfficerCRD 2519219

Joshua Smittkamp
Chief Operating OfficerCRD 5620299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 476 Windsor Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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