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| Dover Advisors LLC
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|---|---|
| CRD # | 320832 |
| SEC # | 801-124840 |
| CIK # | 0001964541 |
| AUM | 375.7 M (2026-02-25) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-750-3665 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964541 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.5 | ||
| Microsoft Corp | 12.9 | ||
| Alphabet Inc | 8.8 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Amazon Com Inc | 5.8 | ||
| KLA Tencor Corp | 4.9 | ||
| United Technologies Corp /DE/ | 4.7 | ||
| Eaton Corp Ltd | 4.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | ||
| Honeywell International Inc | 4.3 | ||
| Coca Cola Co | 4.0 | ||
| Johnson & Johnson | 3.3 | ||
| Chevron Corp | 2.9 | ||
| Palo Alto Networks Inc | 2.8 | ||
| Broadcom Inc | 2.7 | ||
| Duke Energy Corp | 2.7 | ||
| Parker Hannifin Corp | 2.6 | ||
| Abbott Laboratories | 2.6 | ||
| PepsiCo Inc | 2.5 | ||
| ASML Holding NV | 2.4 | ||
| American Express Co | 2.4 | ||
| Lowes Companies Inc | 2.3 | ||
| Walt Disney Co | 2.3 | ||
| UDR Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 25.1 |
| (b) Individuals (high net worth individuals) | 73 | 350.6 |
| (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 | 355 | 375.7 |
| By Discretionary | ||
| Discretionary | 342 | 341.7 |
| Non-Discretionary | 13 | 34.0 |
| Total | 355 | 375.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.7 | |
| Total | 355 | 375.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964541] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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