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| Keyboard |
| Dobson Asset Management - Northern California
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|
|---|---|
| CRD # | 112079 |
| SEC # | 801-51693 |
| CIK # | |
| AUM | 217.8 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 707-766-9254 |
| Address | 7 Fourth Street Petaluma, CA 94952 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 25.6 |
| (b) Individuals (high net worth individuals) | 80 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 217.8 |
| By Discretionary | ||
| Discretionary | 378 | 216.4 |
| Non-Discretionary | 17 | 1.4 |
| Total | 395 | 217.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.8 | |
| Total | 395 | 217.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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MN | 218.3 M |
|
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Allstreet Capital LLC
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|
Arrow Wealth Advisory LLC
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|
Parker Financial Advisors LLC
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TX | 217.6 M |
|
Callahan Capital Management Inc
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|
CO | 217.5 M |
|
Ciovacco Capital Management LLC
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|
217.3 M | |
|
Sheridan Capital Management LLC
✚
|
217.2 M |