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| Keyboard |
| Dover Partners Inc
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|---|---|
| CRD # | 105133 |
| SEC # | 801-35543 |
| CIK # | |
| AUM | 508.6 M (2026-03-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 937-299-4105 |
| Address | 476 Windsor Park Dr Dayton, OH 45459-4111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 33.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 10 | 475.5 |
| (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 | 33 | 508.6 |
| By Discretionary | ||
| Discretionary | 23 | 33.1 |
| Non-Discretionary | 10 | 475.5 |
| Total | 33 | 508.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 508.6 | |
| Total | 33 | 508.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chase Investment Counsel Corporation
✚
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VA | 509.8 M |
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Platform Wealth Management LLC
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UT | 509.0 M |
|
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MD | 508.2 M |
|
Instrumental Wealth LLC
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FL | 508.0 M |
|
WEA Financial Advisors Inc
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WI | 507.8 M |
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Stratis Capital LLC
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CT | 507.5 M |
|
Maltin Wealth Management Inc
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507.2 M | |
|
Boone Wealth Advisors LLC
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|
WA | 506.8 M |
|
Beta Capital Management LLC
✚
|
FL | 506.6 M |
|
Cleveland Wealth LLC
✚
|
OH | 506.6 M |