Joshua
Smittkamp

Dover Partners Inc

CRD#5620299
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Smittkamp is a financial advisor who works out of Dayton, Ohio with a total of 14 years of industry experience. Smittkamp currently works for Dover Partners Inc. They have been with Dover Partners Inc for their whole career. Smittkamp has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Indiana and Ohio. Dover Partners Inc is a financial advisory company operating out of Dayton, OH. It oversees $395 million in total assets between its 38 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Dover Partners Inc provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on the type of services provided. However, fee types billed by Dover Partners Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

476 Windsor Park Dr.
Dayton, OH 45459-4111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dover Partners Inc Brokerage Details

Total Assets Under Management

$394,856,614

OH Average: $2,106,341,625
Total Number of Employees

3

OH Average: 34
Total Number of Accounts

38

OH Average: 1,972
Average Account Size

$10,390,964

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Joshua Smittkamp Work History

Joshua has been registered as a financial advisor for 14 years.*

2001 - Present (23 years)

Dover Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Smittkamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dover Partners Inc

Joshua Smittkamp
Dayton, OH
Richard Campbell
Dayton, OH
Jackson Newell
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started