AdvisorCensus / Financial advisors / Ohio / Dayton / Dover Partners Inc
Dover Partners Inc is an SEC-registered investment advisory firm in Dayton, OH, registered since 1989, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Dover Partners Inc compensated?
On its Form ADV (Item 5.E, October 2026), Dover Partners Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Dover Partners Inc located?
Dover Partners Inc's principal office is in Dayton, OH, according to its Form ADV.
Is Dover Partners Inc registered with the SEC or a state?
Dover Partners Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105133.
How much does Dover Partners Inc manage?
Dover Partners Inc reports $508,618,244 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (7% discretionary).
How have Dover Partners Inc's assets and staff changed since 2021?
In the Form ADV data for Dover Partners Inc: Regulatory assets under management: $417,737,617 in the October 2021 data and $508,618,244 in the October 2026 data, up 22%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Dover Partners Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); pension and profit sharing plans (but not the plan participants or government pension plans) (10).
Does Dover Partners Inc 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/105133
Does Dover Partners Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 4, 2026 says: "The minimum value for a new account is $1 million. This is a guideline: all minimum requirements are subject to negotiation at the sole discretion of Dover."
What changed in Dover Partners Inc's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $456,055,482 to $508,618,244 (+12%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum value for a new account is $1 million. This is a guideline: all minimum requirements are subject to negotiation at the sole discretion of Dover.
As stated in the firm's Form ADV Part 2A brochure dated March 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$508,618,244 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Also doing business as
- DOVER CONSULTING GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1989 (36 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $508,618,244 | 4 | March 10, 2026 |
| October 2025 | $456,055,482 | 3 | January 31, 2025 |
| October 2024 | $429,848,462 | 3 | March 6, 2024 |
| October 2023 | $394,856,614 | 3 | March 30, 2023 |
| October 2022 | $463,473,946 | 3 | March 23, 2022 |
| October 2021 | $417,737,617 | 3 | March 23, 2021 |
Regulatory assets under management: $417,737,617 in the October 2021 data and $508,618,244 in the October 2026 data, up 22%.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $456,055,482 to $508,618,244 (+12%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dover Partners Inc (CRD 105133): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dover-partners-inc-dayton-oh-105133