DOBSON ASSET MANAGEMENT
  • DOBSON ASSET MANAGEMENT
  • DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/10/1996
ADV Location PETALUMA, CA, United States
Contact Info 707 xxxxxxx
AUM* 217,825,022 22%
of that, discretionary 216,437,595 22%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 551,456 16%
% High Net Worth 50.63% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

216M 186M 155M 124M 93M 62M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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