Dorn & Co, Inc.

Overview

Dorn & Co, Inc. is a small, SEC-registered corporate adviser that has been registered since 1960 and is owned by an individual. The firm operates both as a broker-dealer / registered representative and as an insurance broker while also providing advisory services focused on portfolio management for individuals and small businesses and the selection of other advisers. Its client base includes individual and family investors alongside institutional relationships. Dorn & Co charges fees as a percentage of assets under management and is identified as a capital allocator, placing client capital with external managers rather than relying solely on in‑house strategies. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives