Dolphin Financial Group

Overview

Dolphin Financial Group is an independent, privately owned registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and provides a mix of advice and portfolio management: financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its billing includes percentage‑of‑AUM fees, fixed fees and other fee arrangements. Dolphin is not positioned as an active ESG investor, does not identify as a multi‑state adviser, and is not a pension consultant. The firm also lists an insurance company affiliation, indicating connections to insurance products or distribution channels that can complement its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices