Dover Advisors, LLC
● SEC registered since 2022CRD 320832SEC# 801-124840
Reg. AUM
$375.7M
Employees
7
Accounts
355
Location
—
About Dover Advisors
Dover Advisors develops customized financial strategies intended to help clients grow, protect, and transfer wealth. It listens first to goals and aspirations, then crafts comprehensive plans around specific client needs.
Summary based on the firm’s website.
Dover Advisors, LLC assets under management
Dover Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $375.7 million in regulatory assets under management and employs 7 people.
Dover Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Edward Abbe Control | Co-Chief Investment Officer | 10-25% | 2022 |
| Jesse Thompson Ellington Control | Managing Member / Principal / Chief Compliance Officer | 25-50% | 2022 |
| John Mason Lee Antrim Control | Managing Partner | 5-10% | 2022 |
| Maxwell C Wallace Control | Director Of Client Services | 25-50% | 2022 |
Frequently asked questions
How much does Dover Advisors, LLC manage?
Dover Advisors, LLC reports $375.7 million in regulatory assets under management on its Form ADV.
How many employees does Dover Advisors, LLC have?
Dover Advisors, LLC reports 7 employees.
Does Dover Advisors, LLC disclose fund performance?
Dover Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 804-750-3665 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1964541 |
| Discloses disciplinary history | No |
Regulatory AUM
$375.7M▲ 13%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$375.7Mregulatory AUM
Discretionary $341.7MNon-discretionary $34M