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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2020
- Office Locations
- 2
Office Locations
About Dovetail Financial Group LLC
Dovetail Financial is a human-first wealth management firm providing personalized financial planning and investment management, with deep support across retirement, tax planning, estate/legacy, and risk management. The team builds customized, tax-aware portfolios that incorporate public funds and ETFs and adapts guidance as clients’ lives change. Partner Ross Marino authored a retirement-transition guide, signaling an advice-led approach for life events.
Reported data analysis
What the numbers show
Between May 9, 2025 and June 11, 2026, reported AUM increased 15.6%, from $258.5M to $298.9M.
Across 5 reported observations, AUM increased 28.4% between August 1, 2022 and June 11, 2026, from $232.9M to $298.9M.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 3 advisory representatives and 342 clients, or 114 clients per representative. That equates to $874.1K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on June 11, 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
- Client Personas
- CRM
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GUY WILLIAM DOWDY
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL DENNIS GIBLIN
Financial Planner
- CRD
- #2703417
JEFFREY KENNETH KIRKPATRICK
Financial Advisor
- CRD
- #3069597
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,251,165 | $334,752 |
| Non-Discretionary | $3,676,288 | $408,476 |
| Total | $298,927,453 | $335,497 |
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Separately Managed Accounts
SMA allocation detail is available
Dovetail Financial Group LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.