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DOVETAIL FINANCIAL GROUP LLC
CRD 311298 · SEC 801-119910
210-4 AVONDALE AVE, WILMINGTON, NC, 28403-7059, United States
Phone
910-395-1991
Fax
866-713-0689
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.9M
Discretionary AUM
$295.3M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $161.1M |
| High net worth individuals | 41 | $137.8M |
| Corporations/business entities | 1 | $24K |
States served
CA, GA, MS, NE, NJ, NC, OH, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD