DOVETAIL FINANCIAL GROUP LLC

DOVETAIL FINANCIAL GROUP LLC of WILMINGTON, NC is an SEC-registered investment adviser (CRD 311298). Regulatory assets under management: $298.9M.

Registration

• CRD: 311298
• SEC file number: 801-119910
• Type: Registered investment adviser
• Location: 210-4 AVONDALE AVE, WILMINGTON, NC, 28403-7059
• Phone: 910-395-1991
• Latest filing: 2026-06-11
• Regulatory AUM: $298.9M
• Discretionary AUM: $295.3M
• Non-discretionary AUM: $3.7M
• Clients: 6
• Accounts: 891

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search