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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 10, 2025 and July 15, 2026, reported AUM increased 22.6%, from $905.8M to $1.1B.
Across 5 reported observations, AUM increased 60.1% between April 27, 2022 and July 15, 2026, from $693.5M to $1.1B.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 4 advisory representatives and 178 clients, or 44.5 clients per representative. That equates to $6.2M in reported AUM per client.
The profile lists 4 reported office locations and 33 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Dock Street Asset Management INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dock Street Asset Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Dock Street Asset Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dock Street Asset Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.