DOLPHIN FINANCIAL GROUP

DOLPHIN FINANCIAL GROUP of CLEARWATER, FL is an SEC-registered investment adviser (CRD 170160). Regulatory assets under management: $37.0M.

Registration

• CRD: 170160
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search