# Dover Advisors, LLC

> Dover Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 320832
- Filed as: DOVER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/320832
- AdvisorCensus page: https://advisorcensus.com/firm/dover-advisors-llc-320832

## Quick answers

**How is Dover Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dover Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Dover Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Dover Advisors, LLC registered with the SEC or a state?**
Dover Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 320832.

**How much does Dover Advisors, LLC manage?**
Dover Advisors, LLC reports $375,711,463 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (91% discretionary).

**How have Dover Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Dover Advisors, LLC: Regulatory assets under management: $111,900,000 in the October 2022 data and $375,711,463 in the October 2026 data, up 236%. Total employees: 4 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dover Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (55).

**Which custodians does Dover Advisors, LLC use?**
Dover Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dover Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/320832

**Does Dover Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "Dover Advisors generally does not impose a minimum relationship size."

**What changed in Dover Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $332,550,000 to $375,711,463 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)

> Fees range from 0.30% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Dover Advisors generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $375,711,463
- Discretionary: $341,685,918
- Non-discretionary: $34,025,545

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $25,133,543 |
| High net worth individuals | 73 | $350,577,920 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- doveradvisors.com
- LinkedIn @dover-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $111,900,000 | 4 | September 14, 2022 |
| October 2023 | $155,070,000 | 5 | July 14, 2023 |
| October 2024 | $261,400,000 | 7 | February 14, 2024 |
| October 2025 | $332,550,000 | 6 | February 12, 2025 |
| October 2026 | $375,711,463 | 7 | July 21, 2026 |

Regulatory assets under management: $111,900,000 in the October 2022 data and $375,711,463 in the October 2026 data, up 236%.
Total employees: 4 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $332,550,000 to $375,711,463 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dover Advisors, LLC (CRD 320832): Form ADV filing data as of October 2026.