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DOVER PARTNERS INC

DAYTON, OH · CRD 105133 · IAPD ↗ · dover-consulting.com · 937-299-4105

$508.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — DOVER PARTNERS INC crossed $500M in regulatory AUM ($456.1M -> $508.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
January 2025 — DOVER PARTNERS INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — DOVER PARTNERS INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.