Dover Partners Inc

RIASEC RegisteredEst. 1989
Total AUM
$509M
Discretionary
$33.1M
7% of AUM
Avg account
$15.4M
Accounts
33
Employees
4
Advisory reps
2

Firm details

Headquarters
Dayton, Ohio
CRD number
105133
Registered since
November 24, 1989
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 25%, Investment Grade Corp Bonds 18%, US Government Bonds 10%, Cash & Cash Equivalents 5%, State & Local Bonds 2%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds25%
  • Investment Grade Corp Bonds18%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Jackson Newell

    Jackson Newell

    Chief Executive OfficerCRD 2519219

  • Joshua Smittkamp

    Joshua Smittkamp

    Chief Operating OfficerCRD 5620299

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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