DOW FAMILY OFFICE ADVISORY, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5KRISTINA PETIT
Account ExecutiveCRD 6127471
Shane Edmond
Financial AdvisorCRD 7032954
RUSSELL DOW
PresidentCRD 2082577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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