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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1993
- Office Locations
- 4
Office Locations
About Dock Street Asset Management INC
Dock Street Asset Management is a fee-only, fiduciary RIA providing investment management for personal and trust accounts, with a niche focus on home service business owners/operators and multigenerational families. The team runs a concentrated, fundamental approach studying a small set of companies with durable competitive advantages and emphasizes after-tax returns. Clients work directly with the investment decision makers via an independent custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL ALBERT OGDEN
Chairman, President
- CRD
- #1566916
- Ownership
- 75% or more
EVAN RICHARD MCGOFF
Chief Investment Officer, Owner
- CRD
- #5917091
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Justin Samson
--
- CRD
- #8313389
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,082,791,282 | $2,489,175 |
| Non-Discretionary | $27,330,351 | $13,665,176 |
| Total | $1,110,121,633 | $2,540,324 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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