Multi-Family OfficeRIA · CRD 318639SEC-Registered

Updated:

Pettus & Dawkins Financial Group, LLC

PETTUS & DAWKINS FINANCIAL GROUP, LLC is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm has 2 employees...

Pettus & Dawkins Financial Group, LLC

PETTUS & DAWKINS FINANCIAL GROUP, LLC is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Sector focus

Wealth ManagementFinancial PlanningEstate Planning

Frequently asked questions

What is Pettus & Dawkins Financial Group, LLC?

Pettus & Dawkins Financial Group, LLC is a multi family office tracked on Altss.

What does Altss track for Pettus & Dawkins Financial Group, LLC?

Altss maintains an OSINT-verified profile of Pettus & Dawkins Financial Group, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Pettus & Dawkins Financial Group, LLC?

Pettus & Dawkins Financial Group, LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Pettus & Dawkins Financial Group, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Pettus & Dawkins Financial Group, LLC's Altss profile last updated?

Pettus & Dawkins Financial Group, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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