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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 05-02-2022
- Office Locations
- 2
Office Locations
About Dover Advisors, LLC
Dover Advisors is an RIA providing customized financial planning and investment management to help clients grow, protect, and transfer wealth. The team brings 60+ years of collective portfolio-management experience and builds risk-aware, goal-based portfolios across diversified assets, often implemented with ETFs. Custody relationships include Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Owner & Executives
JESSE THOMPSON ELLINGTON III
Chief Compliance Officer, Managing Member, Owner, PRINCIPAL
- CRD
- #4896866
- Ownership
- 25% but less than 50%
Maxwell C Wallace
Advisor, DIRECTOR OF CLIENT SERVICES
- CRD
- #7630472
- Ownership
- 25% but less than 50%
Legacy vertex
Foundation ember
- CRD
- #90356
- Ownership
- 26.0%
Showing 2 of 4 owners & executives
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BRUCE HOLLINGSHEAD FAUROT
Managing Director
- CRD
- #1432944
Edward W Valentine Jr
--
- CRD
- #8040901
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,685,918 | $999,082 |
| Non-Discretionary | $34,025,545 | $2,617,350 |
| Total | $375,711,463 | $1,058,342 |
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Separately Managed Accounts
Total SMA Asset: $375,711,463
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $125,235,923 | 22.8% |
| Public Funds | $122,489,521 | 22.3% |
| Municipal Bonds | $29,661,140 | 5.4% |
| U.S. Government/Agency | $96,673,344 | 17.6% |
| Cash | $26,365,457 | 4.8% |
| Corporate - Investment Grade | $89,532,699 | 16.3% |
| Private Funds | $59,322,280 | 10.8% |
| Total | $549,280,364 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE EMBER | OPTIMA FRONTIER | Y3OL1HNK9 | IQOCW | 6.83% | $90,195,720 |
| OAK CREST FUSION | PEAK EMBER | 5VM0EDKI7 | ENI | 4.59% | $77,494,625 |
| CREST ELEMENT VALUE | FOCUS GLACIER | 82P618LKU | CQZBQ | 6.64% | $68,096,867 |
| PEAK EMBER SIGNAL | RIDGE SIGNAL | XPZ6HGRXV | PQPI | 1.98% | $16,880,650 |
| FUSION CATALYST | SIGNAL ATLAS | FF02RZ1HJ | DKMUF | 3.77% | $54,431,932 |
| PATHWAY FRONTIER | ZENITH HARBOR | CVNFA62NW | GHYY | 1.59% | $72,391,239 |
| SIGNAL QUANTUM | WAVE MERIDIAN | N27G6OL6H | TIY | 11.38% | $115,799,610 |
| QUANTUM BEACON QUANTUM | QUANTUM DELTA | XPS0J6BFJ | HTLSJ | 2.71% | $61,984,652 |