DOBSON STREET LLC

Overview

Dobson Street LLC is a small, independently owned registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related business activity, and charges clients on a percentage-of-AUM basis as well as hourly fees. Its practice is focused on direct client relationships rather than institutional mandates — it is not a capital allocator and does not operate as a multi-state or pension consultant adviser. The firm does not identify as an active ESG investor. Investment activity skews conservative in allocation: cash and cash equivalents are the largest single asset exposure, while traditional mutual funds and annuities make up core public-market tools. Dobson Street also deploys third-party alternative managers in real estate strategies, indicating a willingness to use external fund managers to provide non-correlated return sources and income-producing exposures for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices