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DOVER PARTNERS INC
CRD 105133File 801-35543
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$508.6M
Above cohort median (national)
Discretionary AUM
$33.1M
Non-discretionary $475.5M
Clients
33
33 accounts
Employees
4
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 24, 1989
- Principal office
- 476 WINDSOR PARK DR., DAYTON, OH, 45459-4111
- Phone
- 937-299-4105
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $508.6M
- Discretionary AUM
- $33.1M
- Non-discretionary AUM
- $475.5M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 10
- Total accounts
- 33
- AUM per client
- $15.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 10 | $475.5M |
| Individuals (other than high net worth individuals) | 23 | $33.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.