$1.1B Total AUM
$957.9M Disc. AUM
16.2% 3Y CAGR
4 Employees
335 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-25-1992
- Office Locations
- 1
Office Locations
-- Lafayette CA
About Dixon Financial Services
Dixon Financial Services is a Lafayette-based RIA. The firm has been operating for 34 years. Managing $1.1B in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$271.7M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
14.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
34yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MICHAEL ALAN DIXON
DIRECTOR, Investment Advisor, President
- CRD
- #1767122
- Ownership
- 75% or more
Available
Available
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WAYNE THOMAS FREEMAN
Chief Compliance Officer, Investment Advisor
- CRD
- #2179333
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WALTER AU
Investment Advisor
- CRD
- #2563044
Available
Available
Available
C
Cory Degraaf
--
- CRD
- #7007450
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $957,862,399 | $2,876,464 |
| Non-Discretionary | $129,024,767 | $64,512,384 |
| Total | $1,086,887,166 | $3,244,439 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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