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Richmond, VA Office

Team
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Dover Advisors, LLC logo

Dover Advisors, LLC

Team

Firm-wide stats for Dover Advisors, LLC

Total advisors

6

Across 2 offices

Clients per advisor

21 Very Low

Avg AUM per client

$2,935,246 Very High

HNW client ratio

57% Very High

About

Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm’s planning work is delivered through written plans or consultations (often using MoneyGuidePro) and may include ongoing supervisory investment services.

The firm’s investment approach is generally long-term and discretionary, building portfolios from ETFs, individual stocks and bonds, mutual funds, and alternative or private investments, and it may allocate to unaffiliated independent managers when appropriate. Dover Advisors describes using both fundamental and technical analysis, regularly monitors accounts, and may rebalance or trade short-term to meet client objectives or changing market conditions.

The brochure highlights several practices that distinguish Dover from many peers: it provides periodic reports on holdings, allocations, and performance and reiterates the standard caution that past performance is not a guarantee of future returns, and it discloses the use of derivative strategies such as covered options and structured products (noting structured-product costs can be up to 3.00% per issuer). The firm also discloses access to stock-secured lending programs through custodial partners and that certain advisory persons hold insurance licenses and may receive separate commission-based compensation for insurance sales.

Based on Dover Advisors, LLC

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

Based on Dover Advisors, LLC

Location

Richmond VA

Advisors at this office

5

Advisors at this office

user avatar

John Mason A

Series 65

Richmond, VA

Dover Advisors, LLC

John Mason Antrim is a financial advisor at Dover Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Middleburg Trust Company for 23 years before a brief retirement period. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm uses a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, combining fundamental and technical analysis with regular account monitoring.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Edward V

Series 65

Richmond, VA

Dover Advisors, LLC

Edward Valentine Jr. is a financial advisor at Dover Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at CSC Leasing for five years. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach utilizing ETFs, individual securities, mutual funds, alternative investments, and independent managers as appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Maxwell W

Series 65

Richmond, VA

Dover Advisors, LLC

Maxwell Wallace is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with three years of industry experience. He previously worked for Atlantic Union Bank (formerly Middleburg Financial / Middleburg Trust) for 25 years before joining Dover Advisors. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that incorporates ETFs, individual stocks and bonds, mutual funds, and alternative investments, utilizing both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Jesse E

Series 65

Richmond, VA

Dover Advisors, LLC

Jesse Ellington III is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with nine years of industry experience. Prior to joining Dover Advisors in 2022, he worked at LTB Wealth, LLC and Atlantic Union Bank. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a generally long-term, discretionary investment approach and uses a mix of ETFs, stocks, bonds, mutual funds, alternative investments, and independent managers when appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

James A

CFP®, Series 63

Richmond, VA

Dover Advisors, LLC

James Abbe IV is a CFP® credentialed advisor with four years of industry experience, currently serving at Dover Advisors, LLC. Prior to joining Dover Advisors in 2022, he spent 23 years at Tredegar Trust Company, Middleburg Trust Company, and Atlantic Union. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning. The firm employs a generally long-term and discretionary investment approach, utilizing a range of vehicles including ETFs, individual stocks and bonds, mutual funds, and alternative investments, complemented by regular account monitoring and periodic rebalancing.

Private / alternative investments Options & derivatives strategies Real estate investing
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