# 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.

- CRD: 105133
- Filed as: DOVER PARTNERS INC
- Also doing business as: DOVER CONSULTING GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dayton, OH
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105133
- AdvisorCensus page: https://advisorcensus.com/firm/dover-partners-inc-dayton-oh-105133

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $508,618,244
- Discretionary: $33,134,429
- Non-discretionary: $475,483,815

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $33,134,429 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $475,483,815 |

### 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

### Firm details
- Registered since: 1989 (36 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, LA, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dover-consulting.com
- dover-partners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $417,737,617 | 3 | March 23, 2021 |
| October 2022 | $463,473,946 | 3 | March 23, 2022 |
| October 2023 | $394,856,614 | 3 | March 30, 2023 |
| October 2024 | $429,848,462 | 3 | March 6, 2024 |
| October 2025 | $456,055,482 | 3 | January 31, 2025 |
| October 2026 | $508,618,244 | 4 | March 10, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dover Partners Inc (CRD 105133): Form ADV filing data as of October 2026.