DOVETAIL FINANCIAL GROUP LLC
Legal name: TRANSITUS WEALTH PARTNERS LLC
CRD #311298 SEC #801-119910 WILMINGTON, NC 910-395-1991
SEC Registered
Total AUM
$258.5M
Discretionary
$255.2M
Employees
5
Clients
251
Accounts
882
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWDY, GUY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
| THE MARINO GROUP, INC. | DE | PRIVATELY OWNED COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, JOCELYNE, A | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
| MARINO, ROSS, LOUIS | I | THE MARINO GROUP, INC. | D | Control |
Registrations
Federal
IA
May 9, 2025 REGISTERED
Notice Filings (25)
CA CO FL GA IA IL KY LA MA MD MI MO MS NC NE NJ NY OH OR PA SC TN TX VA WV
Address
210-4 AVONDALE AVEWILMINGTON, NC 28403-7059
United States
Phone: 910-395-1991