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
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

FINTRX

Overview

Dover Partners Inc. is an institutional registered investment adviser formed in 1989 and owned by an individual principal. The firm advises both high-net-worth individuals and families as well as institutional clients, and it provides pension consulting services in addition to portfolio management for individuals, small businesses and institutions. Compensation arrangements include percentage-of-AUM fees and fixed fees. Dover does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm was named one of "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Joshua Smittkamp
Chief Operating OfficerCRD 5620299
Jackson Newell
Chief Executive OfficerCRD 2519219

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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