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| Dover Advisors LLC
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|---|---|
| CRD # | 320832 |
| SEC # | 801-124840 |
| CIK # | 0001964541 |
| AUM | $332.6 M (2025-02-12) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 804-750-3665 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.3 | ||
| Apple Inc | 13.8 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Amazon Com Inc | 6.1 | ||
| Alphabet Inc | 6.0 | ||
| Coca Cola Co | 5.0 | ||
| Eaton Corp Ltd | 4.7 | ||
| United Technologies Corp /DE/ | 4.2 | ||
| KLA Tencor Corp | 3.8 | ||
| Abbott Laboratories | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 15.3 |
| (b) Individuals (high net worth individuals) | 94 | 317.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 332.6 |
| By Discretionary | ||
| Discretionary | 300 | 305.6 |
| Non-Discretionary | 8 | 26.9 |
| Total | 308 | 332.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.6 | |
| Total | 308 | 332.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964541] |
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|---|---|---|
|
MB Generational Wealth LLC
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WI | 0.3 |
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Olde Wealth Management LLC
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0.3 | |
|
Cascade Investment Advisors Inc
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OR | 0.3 |
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Catalyst Private Wealth LLC
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