DOW FAMILY OFFICE ADVISORY, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
5

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

FINTRX

Overview

DOW Family Office Advisory, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and focuses on discretionary portfolio management for both individuals and small businesses as well as for business or institutional clients. Its stated fee model is a percentage of assets under management. The FINTRX record classifies the firm as “Unclassified,” indicates it is not a capital allocator, and identifies an industry affiliation with an accountant. The firm is not listed as an active ESG investor, not a pension consultant, and is not identified as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • KRISTINA PETIT

    Account ExecutiveCRD 6127471

  • Shane Edmond

    Financial AdvisorCRD 7032954

  • RUSSELL DOW

    PresidentCRD 2082577

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth