Dovetail Financial Group LLC

Overview

Dovetail Financial Group LLC is an SEC registered investment adviser based in Wilmington, NC, registered since 2020. It reports $299M in assets under management across 891 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM

$299M

Discretionary

99%

Accounts

891

Average account

$335K

Employees

6

Advisory reps

3

Registered since

2020

Jurisdictions

11

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Guy William Dowdy Chief Compliance Officer CRD 2615718

Advisory reps 3 of 3

• Michael Dennis Giblin Investment Adviser Rep CRD 2703417
• Jeffrey Kenneth Kirkpatrick Insurance Agent · Investment Adviser Rep CRD 3069597
• Ross Louis Marino Investment Adviser Rep CRD 1881080

Location

Headquarters

210 Avondale Ave # 4
Wilmington, NC 28403

County

New Hanover

Metro area

Wilmington, NC

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: dovetailfin.com

Every state, with registration dates

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