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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-25-1992
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 6, 2025 and February 11, 2026, reported AUM increased 18.9%, from $914.4M to $1.1B.
Across 5 reported observations, AUM increased 35.6% between February 14, 2022 and February 11, 2026, from $801.4M to $1.1B.
Of the latest reported AUM, 88.1% is discretionary and 11.9% is non-discretionary.
The firm reports 4 advisory representatives and 335 clients, or 83.8 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Dixon Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ALAN DIXON
DIRECTOR, Investment Advisor, President
- CRD
- #1767122
- Ownership
- 75% or more
WAYNE THOMAS FREEMAN
Chief Compliance Officer, Investment Advisor
- CRD
- #2179333
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WALTER AU
Investment Advisor
- CRD
- #2563044
Cory Degraaf
--
- CRD
- #7007450
Showing 2 of 6 contacts
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| 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
SMA allocation detail is available
Dixon Financial Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Dixon Financial Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.