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DOVETAIL FINANCIAL GROUP LLC
SEC RegisteredWILMINGTON, NChttps://dovetailfin.com910-395-1991
Assets Under Management
$100M–$500M
Employees
6
Office Locations
2 offices
Total Accounts
891
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net Worth
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $161M |
| High Net Worth Individuals | 41 | $138M |
0 total clients reported on Form ADV.
Leadership
Inc. The Marino Group
PRIVATELY OWNED COMPANY
Guy William Dowdy
CHIEF COMPLIANCE OFFICER
Ross Louis Marino
CO-OWNER
Jocelyne A Marino
CO-OWNER
Office locations
2 offices in 2 states
NC
WILMINGTONHQ
GA
DACULA
Regulatory & compliance
CRD number
#311298
SEC Number
801-119910
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $400,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| up to $1,000,000 | 1.25% |
| $1,000,000 to $3,000,000 | 1.00% |
| $3,000,000 to $5,000,000 | 0.75% |
| $5,000,000+ | 0.00% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
dovetailfin.comPhone
910-395-1991Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOVETAIL FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.