# DIPAOLO FINANCIAL GROUP, INC.

DIPAOLO FINANCIAL GROUP, INC. of LUTZ, FL is an SEC-registered investment adviser.

## Registration

- CRD: 309637
- Type: SEC-registered investment adviser
- SEC file number: 801-132771
- Location: 4635 VAN DYKE ROAD, LUTZ, FL, 33558
- Phone: 813-475-3130
- Latest filing: 2026-04-17
- Regulatory AUM: $168.0M
- Discretionary AUM: $166.4M
- Non-discretionary AUM: $1.6M
- Clients: 9
- Accounts: 1,137

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Lauria Dipaolo | PRESIDENT | — |
| Karen Elaine Dipaolo | CHIEF COMPLIANCE OFFICER | Lutz, FL |
| Anthony Lauria Dipaolo | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309637/similar
- Related entities: https://search.stillhousedata.com/firm/309637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309637

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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.