DOW Family Office Advisory, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
7

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 independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its stated advisory activities are portfolio management for individuals and small businesses as well as portfolio management for businesses or institutions. The firm reports it does not act as a capital allocator and is not active on ESG investing. It is not registered as a multi-state adviser, is not a pension consultant, and does not report a related adviser relationship. An industry affiliation with an accountant is noted. The firm’s name includes "Family Office," but the registered advisory activities supplied focus on portfolio management rather than explicit family-office services.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Jason Andriano

    Jason Andriano

    Senior Finance AdvisorCRD 5735468

  • Richard Benoit

    Richard Benoit

    EVP, Corporate DevelopmentCRD 5131917

  • Richard Louis

    Richard Louis

    Financial AdvisorCRD 4269338

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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