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| Dovetail Financial Group LLC
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|---|---|
| CRD # | 311298 |
| SEC # | 801-119910 |
| CIK # | |
| AUM | 298.9 M (2026-06-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 910-395-1991 |
| Address | 2104 Avondale Ave Wilmington, NC 28403-7059 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 161.1 |
| (b) Individuals (high net worth individuals) | 41 | 137.8 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 891 | 298.9 |
| By Discretionary | ||
| Discretionary | 882 | 295.3 |
| Non-Discretionary | 9 | 3.7 |
| Total | 891 | 298.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 298.5 | |
| Total | 891 | 298.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spreng Capital Management Inc
✚
|
OH | 300.2 M |
|
David Kennon Incorporated
✚
|
FL | 300.0 M |
|
Alliant Securities Inc
✚
|
WA | 300.0 M |
|
Security First Financial Inc
✚
|
MI | 299.5 M |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 299.1 M |
|
Aqua Advisors LLC
✚
|
298.8 M | |
|
Bowers Wealth Management Inc
✚
|
NV | 298.5 M |
|
Interwealth Management LLC
✚
|
AZ | 298.0 M |
|
Innovative Asset Advisors Group LLC
✚
|
CT | 297.9 M |
|
Stern Capital Management Inc
✚
|
NJ | 297.7 M |