DOBBINS CAPITAL MANAGEMENT

Overview

Dobbins Capital Management is an independent, owner-operated registered investment adviser that serves individual and family clients, with advisory capabilities for small businesses. The firm combines financial planning and portfolio management with insurance brokerage services, suggesting a hybrid advice model that can pair investment guidance with placement of insurance solutions. Fee arrangements include a percentage-of-assets component plus hourly charges, which reflects a mix of ongoing management and project-based planning work. All reported assets are managed on a non-discretionary basis, so the firm acts primarily in an advisory and allocation role while clients retain trading authority. The firm identifies itself as a capital allocator and reports the ability to select third-party managers, which points to a focus on assembling external funds and funds-of-funds rather than running large in-house active strategies. Dobbins Capital Management does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices