Dovetail Financial Group LLC

RIASEC Registered

Total AUM

$299M

Discretionary

$295M

99% of AUM

Avg account

$335K

Accounts

891

Employees

Advisory reps

Firm details

Headquarters: Wilmington, North Carolina
CRD number: 311298
Registered since: December 9, 2020
Website: transituswealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.9%
HNWI46.09%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Dovetail Financial Group LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2020) and serves both individual/family clients and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm does not position as an ESG-focused investor.