Dovetail Financial Group LLC
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 Individuals
Firm profile
FINTRXOverview
Dovetail Financial Group LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as an LLC. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine an asset-based fee with the option for hourly billing or fixed-fee engagements. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1Guy Dowdy
CCO and CFOCRD 2615718
Contacts
3 of 3
Ross Marino
FounderCRD 1881080
Michael Giblin
Senior Financial PlannerCRD 2703417
Jeffrey Kirkpatrick
Financial AdvisorCRD 3069597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 2104 Avondale Ave
- Time zone
- ET (UTC-5)
- Office locations
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