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Dow Family Office Advisory, LLC

Lakewood Ranch, FL

Regulatory AUM—
Accounts—
High-net-worth clients—Form ADV Item 5.D
Private funds advised—

Registration

Legal name
Dow Family Office Advisory, LLC
SEC file number
801-135723
CRD number
340475
Latest Form ADV
May 1, 2026

Full Form ADV on the SEC’s Investment Adviser Public Disclosure site

Investments and performance

Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.

About this data

Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.