DOBSON ASSET MANAGEMENT

Overview

Dobson Asset Management operates as an independent registered investment adviser organized as a partnership and registered with the SEC since 1996. The firm focuses on advising individual and family clients, delivering financial planning and portfolio management tailored to individuals and small businesses. Its business model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, indicating flexibility for both ongoing advisory relationships and project-based planning work. Investment activity centers on managed, discretionary portfolios: nearly all assets are run on a discretionary basis, which suggests portfolio decisions are actively delegated to the firm’s advisors. The firm is not an active ESG investor, does not identify as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Public mutual funds and similar pooled vehicles play the primary role in client portfolios, and custodial activity is concentrated at a single large custody platform.

Assets & Accounts

Investments & Alternatives

Location & Offices