Dovetail Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 4, 2026, reports $299M in regulatory assets under management, 6 employees, 1 office, and 891 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
300
2
HNWI
12.0%
41
3
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of March 4, 2026
Discretionary98.8%
$295M
99% of total RAUM98.8%
Non-discretionary1.2%
$4M
1% of total RAUM1.2%
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$299M
Total Accounts891
10Y AUM Change+$299M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee57:1
10Y Employee Change-1 (-14.3%)
* 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.