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DOVER ADVISORS, LLC

· CRD 320832 · IAPD ↗ · doveradvisors.com · 804-750-3665

$375.7MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — DOVER ADVISORS, LLC reported RAUM up 27% ($261.4M -> $332.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — DOVER ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
March 2024 — DOVER ADVISORS, LLC reported RAUM up 69% ($155.1M -> $261.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
March 2024 — DOVER ADVISORS, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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