D
$72.0M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
4 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 2
Office Locations
1306 NW Hoyt ST Suite 408 Portland OR
5200 S Macadam Ave. Suite 320 Portland OR
About Dobson Asset Management LLC
Dobson Asset Management LLC is a Portland-based RIA with 2 offices. The firm has been operating for 4 years. Managing $72.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$72.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Investment Themes
Oak
Investment Vehicles
North
Services
Pathway matrix Vertex prime Optima Frontier oak Matrix unison Optima
Owner & Executives
CHARLES CASE DOBSON
Owner, PARTNER, PRINCIPAL
- CRD
- #1172642
- Ownership
- 50% but less than 75%
(446) 854-3672
north.beacon@zenithcapital.com
in linkedin.com/in/momentum-ridge
E
ERIKA ANNE HERMANS
PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
(375) 828-5931
ember.meridian@atlascapital.com
in linkedin.com/in/fusion-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,000,000 | -- |
| Non-Discretionary | $34,000,000 | -- |
| Total | $72,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,000,000
Public Funds:
26.0% Equity - OTC:
8.7% Cash:
33.8% Equity - Exchange:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $302,939,829 | 26.0% |
| Equity - OTC | $101,368,327 | 8.7% |
| Cash | $393,821,778 | 33.8% |
| Equity - Exchange | $367,023,254 | 31.5% |
| Total | $1,165,153,188 | 100.0% |