# DOLPHIN FINANCIAL GROUP

DOLPHIN FINANCIAL GROUP of CLEARWATER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 170160
- Type: SEC-registered investment adviser
- Location: 2430 ESTANCIA BLVD., CLEARWATER, FL, 33761
- Phone: 888-508-5935
- Latest filing: 2026-06-25
- Regulatory AUM: $37.0M
- Discretionary AUM: $12.1M
- Non-discretionary AUM: $24.9M
- Clients: 1
- Accounts: 223

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170160/similar
- Related entities: https://search.stillhousedata.com/firm/170160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170160

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.