THE DOWLING GROUP WEALTH MANAGEMENT

Legal name: DOWLING FINANCIAL SERVICES, INC

CRD 155624File 801-130694

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.3M

Bottom 25% of cohort (national)

Discretionary AUM

$172.6M

Non-discretionary $6.7M

Clients

324

430 accounts

Employees

Bottom 25% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jul 23, 2024
Principal office: 1171 E. PUTNAM AVENUE, #1B, GREENWICH, CT, 06878
Phone: 203-967-2231
Website: HTTP://WWW.THEDOWLINGGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.3M
Discretionary AUM: $172.6M
Non-discretionary AUM: $6.7M
Discretionary accounts: 421
Non-discretionary accounts: 9
Total accounts: 430
AUM per client: $553K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	20	$45.2M
Pension and profit sharing plans	Fewer than 5	$9.7M
State or municipal government entities	1	$2.0M
Individuals (other than high net worth individuals)	301	$122.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
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.