Dover Advisors, Llc
- Regulatory AUM
- $376M
- Discretionary
- $342M
- Clients
- 128
- Avg AUM / client
- $2.9M
- Accounts
- 355
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $25.1M | 6.69% |
| High net worth individuals | 73 | $351M | 93.3% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Thompson Ellington | Managing Member / Principal / Chief Compliance Officer | Mar 2022 (4y) | 25% – 50% | |
| James Edward Abbe | Co Chief Investment Officer | CFP | Aug 2022 (4y) | 10% – 25% |
| John Mason Lee Antrim | Managing Partner | Sep 2022 (4y) | 5% – 10% | |
| Maxwell C Wallace | Director Of Client Services | Sep 2022 (4y) | 25% – 50% | |
| Bruce Hollingshead Faurot | Registered representative | Oct 2023 (3y) | ||
| Edward W Valentine | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $376M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗