DOW Family Office Advisory, LLC
Firm details
- Headquarters
- Lakewood Ranch, Florida
- CRD number
- 340475
- Registered since
- April 24, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DOW Family Office Advisory, LLC is a newly formed independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its stated advisory activities are portfolio management for individuals and small businesses as well as portfolio management for businesses or institutions. The firm reports it does not act as a capital allocator and is not active on ESG investing. It is not registered as a multi-state adviser, is not a pension consultant, and does not report a related adviser relationship. An industry affiliation with an accountant is noted. The firm’s name includes "Family Office," but the registered advisory activities supplied focus on portfolio management rather than explicit family-office services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Jason Andriano
Senior Finance AdvisorCRD 5735468

Richard Benoit
EVP, Corporate DevelopmentCRD 5131917

Richard Louis
Financial AdvisorCRD 4269338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood Ranch, FL
Manatee
Location
Lakewood Ranch, FL
Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 8205 Natures Way
- Time zone
- ET (UTC-5)
- Office locations
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