PETTUS & DAWKINS FINANCIAL GROUP, LLC

PETTUS & DAWKINS FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 318639). Regulatory assets under management: $11.6M.

Registration

• CRD: 318639
• Type: Registered investment adviser
• Phone: 844-245-7334
• Latest filing: 2026-03-24
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 2
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318639 on SEC IAPD (source of record)
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