$333.1M Total AUM
$333.1M Disc. AUM
15.1% 3Y CAGR
4 Employees
857 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- NorthNorth +more
- Established Date
- 01-08-2018
- Office Locations
- 1
Office Locations
301 North Main Street Taylor TX
About Dovetail Wealth Management, LLC
Dovetail Wealth Management, LLC is a Texas-based wealth management firm helping individuals, families, and business owners align finances with lifestyle goals. Services span retirement planning, portfolio design, tax resources for complex issues, and estate strategy. The team includes CFP professionals and primarily custodies with LPL Financial—useful context for distribution and wealthtech partnership alignment.
Team overview
-- AVG AGE
$111.0M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Catalyst Value momentum Unison radial Pathway matrix
Client Personas
Alpha Horizon summit
Custodian
Wave Summit Element unison Signal summit Frontier Momentum Catalyst Wave ridge Harbor harbor Value insight Harbor Optima peak
Investment Themes
Optima Meridian Glacier
Investment Vehicles
Eagle atlas Unison Crest
Services
Focus zenith Quantum fusion Pioneer Zenith value Prime glacier Atlas element Matrix Value meridian Matrix
Technology
Meridian Vital eagle Vital glacier
Owner & Executives
LOUIS ROY HUGHES
CFP, Managing Member
- CRD
- #2987735
- Ownership
- 75% or more
(671) 711-9758
radial.element@focuscapital.com
in linkedin.com/in/fusion-alpha
A
Ann Hughes
CFP
- CRD
- --
- Ownership
- 10% but less than 25%
(865) 585-5585
beacon.focus@momentumcapital.com
in linkedin.com/in/foundation-north
R
Radial fusion
Insight catalyst bridge
- CRD
- #32035
- Ownership
- 23.9%
(825) 702-1057
matrix.alpha@primecapital.com
in linkedin.com/in/unison-value
Showing 2 of 3 owners & executives
Unlock allContacts
CHRISTOPHER J CARRUTHERS
--
- CRD
- #6043416
(907) 467-2908
atlas.harbor@legacycapital.com
in linkedin.com/in/legacy-horizon
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,149,113 | $384,255 |
| Non-Discretionary | $0 | -- |
| Total | $333,149,113 | $384,255 |
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Separately Managed Accounts
Total SMA Asset: $333,149,113
Public Funds:
18.2% Municipal Bonds:
8.5% Cash:
12.0% Equity - Exchange:
33.8% U.S. Government/Agency:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $896,601,362 | 18.2% |
| Municipal Bonds | $418,742,395 | 8.5% |
| Cash | $591,165,733 | 12.0% |
| Equity - Exchange | $1,665,116,816 | 33.8% |
| U.S. Government/Agency | $1,354,754,806 | 27.5% |
| Total | $4,926,381,112 | 100.0% |