Dobson Asset Management

Overview

Dobson Asset Management is an independent, partnership-structured registered investment adviser that has been SEC-registered since 1996. The firm is owned by an individual and focuses on advising individuals, families and small-business clients. Its written advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator on its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices