Dovetail Financial Group LLC
● SEC registered since 2020CRD 311298SEC# 801-119910Wilmington, NC
Reg. AUM
$298.9M
Employees
6
Accounts
891
Location
Wilmington, NC
Dovetail Financial Group LLC assets under management
Dovetail Financial Group LLC operates as an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2020. It reports $298.9 million in regulatory assets under management and employs 6 people.
Dovetail Financial Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Guy William Dowdy Control | Chief Compliance Officer | Under 5% | 2020 |
| The Marino Group, Inc. Control | Privately Owned Company | Over 75% | 2020 |
| Jocelyne A Marino Control | Co-Owner | 50-75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Dovetail Financial Group LLC manage?
Dovetail Financial Group LLC reports $298.9 million in regulatory assets under management on its Form ADV.
How many employees does Dovetail Financial Group LLC have?
Dovetail Financial Group LLC reports 6 employees.
Where is Dovetail Financial Group LLC located?
Dovetail Financial Group LLC is based in Wilmington, NC and has been SEC-registered since 2020.
Does Dovetail Financial Group LLC disclose fund performance?
Dovetail Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210-4 Avondale Ave, Wilmington, NC 28403-7059 |
| Phone | 910-395-1991 |
| Fax | 866-713-0689 |
| Office hours | 9 a.m. - 4:30 p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$298.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$298.9Mregulatory AUM
Discretionary $295.3MNon-discretionary $3.7M