DOBSON ASSET MANAGEMENT LLC

Overview

Dobson Asset Management LLC is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm charges fees based on a percentage of assets under management and also bills on an hourly basis. It provides financial planning, portfolio management for individuals and small businesses, pension consulting, and conducts selection of other advisers — reflecting a mix of direct management and third-party manager allocation. The firm identifies as a capital allocator and does not market itself as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices