Data / Investment advisers / Ohio / Dover Partners Inc
Dover Partners Inc, Dayton, OH: $509 million AUM, SEC registered investment adviser
Dover Partners Inc is an SEC registered investment adviser with its main office in Dayton, Ohio and reports $509 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105133
- SEC file number
- 801-35543
- SEC status
- Approved, effective November 24, 1989
- Main office
- 476 Windsor Park Dr., Dayton, OH 45459
- Phone
- (937) 299-4105
- Website
- dover-consulting.com
- Regulatory AUM
- $508,618,244 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $33,134,429
- Non discretionary AUM
- $475,483,815
- Accounts
- 33
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 10 | $475.5 million |
| Individuals (other than high net worth individuals) | 23 | $33.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $508.6 million | March 10, 2026 |
| December 1, 2025 | $456.1 million | January 31, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| National Wealth Management Group, LLC | Cincinnati | $534.9 million | Not listed | adviserinfo.sec.gov |
| Yarger Wealth Strategies, LLC | Westerville | $529.7 million | Not listed | adviserinfo.sec.gov |
| Park Edge Advisors, LLC | Cleveland | $522.5 million | Not listed | adviserinfo.sec.gov |
| GGM Financial LLC | Columbus | $513 million | Not listed | adviserinfo.sec.gov |
| Fidato Wealth LLC | Middleburg Heights | $510.8 million | Not listed | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | Not listed | adviserinfo.sec.gov |
| The Connor Group Fund Manager, LLC | Miamisburg | $494.3 million | 9 | adviserinfo.sec.gov |
| Balanced Wealth Group LLC | Westlake | $494.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Dover Partners Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.