Dipaolo Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lutz, FL. Its latest Form ADV filing, dated April 17, 2026, reports $168M in regulatory assets under management, 9 employees, and 1,137 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
335
2
HNWI
17.9%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of April 17, 2026
Discretionary99.0%
$166M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$168M
Total Accounts1,137
10Y AUM Change+$42M (+33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee45:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.