Dover Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Dover Partners reports 33 clients. They include 23 individuals and 10 pension and profit-sharing plans. Of its assets, 6.5% ($33.1M across 23 accounts) are managed with discretion; $475M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 7% |
| Pension and profit-sharing plans | 30% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $33.1M | 6.5% | $1.44M |
| Pension and profit-sharing plans | 10 | $475M | 93.5% | $47.5M |
| Total | 33 | $509M | 100% | $15.4M |
- Clients
- 23
- Regulatory AUM
- $33.1M
- AUM share
- 6.5%
- Avg. per client
- $1.44M
- Clients
- 10
- Regulatory AUM
- $475M
- AUM share
- 93.5%
- Avg. per client
- $47.5M
Total
- Clients
- 33
- Regulatory AUM
- $509M
- AUM share
- 100%
- Avg. per client
- $15.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Dover Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Joshua Smittkamp owns 25% to 50% of Dover Partners. Jackson Newell is CEO; the leadership team includes President Joshua Smittkamp. It has 4 employees.
Leadership
- Jackson NewellChief Executive Officer
- Joshua SmittkampPresident, Chief Compliance Officer & COO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Jackson Arthur Newell
- Joshua Andrew Smittkamp
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Dover Partners Inc
Joshua Smittkamp
Control person · since February 2009
- Owns 25% to 50% of Dover Partners Inc
Jackson Newell
Control person · since October 1989
Dover Partners’ regulatory assets grew from $418M (March 2021) to $509M (March 2026); clients fell from 43 to 33 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $509M | 33 | 4 | 1 |
| January 2025 | $456M | 35 | 3 | 1 |
| March 2024 | $430M | 37 | 3 | 1 |
| March 2023 | $395M | 38 | 3 | 1 |
| March 2022 | $463M | 41 | 3 | 1 |
| March 2021 | $418M | 43 | 3 | 1 |
Besides its headquarters, Dover Partners has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 476 Windsor Park DR., DaytonHQ
Other business names
Dover Partners has reported 1 other business name to the SEC.
- Dover Consulting Group
Contact and registration details
- Legal name
- Dover Partners Inc
- Headquarters
- 476 Windsor Park DR., Dayton, OH 45459-4111
- Website
- dover-consulting.com
- Phone
- 937-299-4105
- SEC file
- 801-35543
- Structure
- Ohio corporation
- Fiscal year end
- December
Dover Partners does not have custody of client assets.
At year end, Dover Partners’ separately managed accounts were largely in stocks (40%) and bonds (30%).
What the accounts hold
- Stocks40%
- Funds25%
- Bonds30%
- Investment grade corporate bonds18%
- U.S. government and agency bonds10%
- State and local bonds2%
- Cash5%
How many clients does Dover Partners have?
Dover Partners has 33 clients and manages $509 million for them, as of March 2026. They include 23 individuals and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Dover Partners offer?
Dover Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Dover Partners have?
Dover Partners has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dover Partners invest in?
At the end of its last fiscal year, Dover Partners’ separately managed accounts held 40% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 18% investment grade corporate bonds, 10% U.S. government and agency bonds, 5% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dover Partners?
Dover Partners’ direct owners are Joshua Smittkamp and Jackson Newell, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Dover Partners get paid?
Dover Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dover Partners?
Dover Partners’ main office is at 476 Windsor Park DR., Dayton, OH 45459-4111. Its phone number is 937-299-4105. Its website is dover-consulting.com.