Phoenix, AZ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Dupree Financial Group, LLC
Team
Firm-wide stats for Dupree Financial Group, LLC
About
Dupree Financial Group provides discretionary portfolio management and asset-management services to individuals (including high-net-worth clients) and institutional accounts, with a particular emphasis on retirees and those planning for retirement. The firm manages roughly $404 million in client assets and also administers negotiated retirement account services for certain plan participants.
The firm follows a modified value-focused, bottom-up investment approach that combines individual equity and fixed-income selection with broad and sector ETFs, emphasizing valuation metrics and dividend history for long-term holdings. Dupree Financial Group works with clients to establish written investment policies and implements portfolios on a discretionary basis, and it may deploy third‑party managers through an institutional managed‑account platform when appropriate.
Notably, the firm does not offer standalone financial planning as a core service, instead concentrating on investment management and retirement account administration, which is less common among comparable team firms. Dupree Financial Group participates in institutional custody programs and disclosed a 2016 SEC censure for lapses in annual compliance reviews; the firm has since updated disclosures and made subsequent compliance‑staffing changes.
Based on Dupree Financial Group, LLC
Expertise
Based on Dupree Financial Group, LLC
Location
Phoenix AZ
Advisors at this office
1
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