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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-27-2020
- Office Locations
- 1
Office Locations
About Dipaolo Financial Group, Inc.
DiPaolo Financial Group is a Tampa Bay-area advisory firm focused on retirement and goal-based planning. They design tailored strategies to help reduce taxes and protect assets, using a mix of investment products including mutual funds and ETFs (Schwab custodied). The team runs educational events and supports community financial education; the chief advisor is president of the North Tampa Chapter of the Society for Financial Awareness.
Reported data analysis
What the numbers show
Between September 24, 2025 and April 17, 2026, reported AUM increased 33.4%, from $125.9M to $168.0M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 3 advisory representatives and 411 clients, or 137 clients per representative. That equates to $408.7K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Dipaolo Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH LAURIA DIPAOLO
Chief Executive Officer, President
- CRD
- #5879175
- Ownership
- 75% or more
ANTHONY LAURIA DIPAOLO
Certified Financial Planner, VICE PRESIDENT
- CRD
- #7508988
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Khaled Hassan
--
- CRD
- #7914666
Ethan Perry Jacovides
Paraplanner
- CRD
- #8097087
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,357,965 | $147,742 |
| Non-Discretionary | $1,620,192 | $147,290 |
| Total | $167,978,157 | $147,738 |
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Separately Managed Accounts
SMA allocation detail is available
Dipaolo Financial Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dipaolo Financial Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.