D
CRD: 112079
Dobson Asset Management
Petaluma, CA, 94952
7077669254
$217.8M Total AUM
$216.4M Disc. AUM
11.7% 3Y CAGR
3 Employees
158 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1995
- Office Locations
- 1
Office Locations
7 Fourth Street Suite 25 Petaluma CA
About Dobson Asset Management
Dobson Asset Management is a Petaluma-based RIA. The firm has been operating for 30 years. Managing $217.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
67 AVG AGE
$108.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Vital focus
Investment Themes
Alpha
Investment Vehicles
Prime harbor
Services
Oak Oak crest Meridian
Owner & Executives
CHRISTOPHER MARTIN DOBSON
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #735087
- Ownership
- 25% but less than 50%
(287) 800-5812
crest.momentum@embercapital.com
in linkedin.com/in/summit-horizon
S
Samuel Riley Dobson
Owner
- CRD
- #6924250
- Ownership
- 25% but less than 50%
(731) 763-3037
eagle.alpha@glaciercapital.com
in linkedin.com/in/zenith-alpha
P
Prime eagle
Insight catalyst
- CRD
- #32559
- Ownership
- 11.5%
(815) 848-8233
catalyst.ridge@horizoncapital.com
in linkedin.com/in/atlas-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,437,595 | $572,586 |
| Non-Discretionary | $1,387,427 | $81,613 |
| Total | $217,825,022 | $551,456 |
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Separately Managed Accounts
Total SMA Asset: $217,825,022
Public Funds:
26.3% Equity - Exchange:
7.2% U.S. Government/Agency:
34.0% Cash:
25.1% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $237,155,340 | 26.3% |
| Equity - Exchange | $64,924,656 | 7.2% |
| U.S. Government/Agency | $306,588,653 | 34.0% |
| Cash | $226,334,564 | 25.1% |
| Municipal Bonds | $66,728,118 | 7.4% |
| Total | $901,731,331 | 100.0% |