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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 02-04-2021
- Office Locations
- 1
Office Locations
About Dawson Investment Management
Dawson Investment Management is a boutique, retail-focused advisory firm providing personalized financial and investment planning for individuals and families, with an emphasis on retirement readiness and guidance through life transitions. The practice builds tailored, risk-aware strategies aimed at building wealth, protecting family needs, and preserving assets, typically implemented using diversified public funds, mutual funds, and ETFs. Custodied through LPL Financial.
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Owner & Executives
ROBERT BRENNAN DAWSON
Chief Compliance Officer, Financial Advisor, President, Principal
- CRD
- #4502523
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,125,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,125,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,125,166
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $83,025,338 | 13.8% |
| Cash | $118,521,678 | 19.7% |
| Equity - Exchange | $400,085,866 | 66.5% |
| Total | $601,632,882 | 100.0% |