CRD: 123499
Dover Investment Advisory Corporation
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2003
- Office Locations
- 1
Office Locations
About Dover Investment Advisory Corporation
Dover Investment Advisory Corporation is a Massachusetts-based boutique RIA led by Stuart Kevin Nagode. It provides discretionary portfolio management, portfolio construction, and financial planning for retail clients. The investment approach emphasizes active asset allocation using ETFs and mutual funds, with exposure across fixed income, real estate, and infrastructure themes. Custody relationships include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
STUART KEVIN NAGODE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4346606
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,408,889 | $3,009,086 |
| Non-Discretionary | $0 | -- |
| Total | $135,408,889 | $3,009,086 |
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Separately Managed Accounts
Total SMA Asset: $135,408,889
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,873,103,477 | 33.3% |
| Public Funds | $1,316,234,875 | 23.4% |
| Cash | $1,321,859,811 | 23.5% |
| Equity - OTC | $1,113,737,202 | 19.8% |
| Total | $5,624,935,365 | 100.0% |