Dovetail Financial Group LLC
Dovetail Financial Group LLC is an SEC-registered mass-market adviser in Wilmington, NC with $298.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Dovetail Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311298, SEC 801-119910, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $298.9M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Wilmington, NC
- Employees
- 6
- Clients
- 342
- CRD
- 311298
- Ownership
- THE MARINO GROUP, INC.; DOWDY, GUY, WILLIAM; MARINO, ROSS, LOUIS; MARINO, JOCELYNE, A
How much AUM does Dovetail Financial Group LLC have?
Dovetail Financial Group LLC reported $298.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Dovetail Financial Group LLC?
Disclosed owners and executives of Dovetail Financial Group LLC include THE MARINO GROUP, INC., DOWDY, GUY, WILLIAM, MARINO, ROSS, LOUIS, MARINO, JOCELYNE, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.