RIA Intel›Advisers›Oregon›DOBSON ASSET MANAGEMENT LLC

DOBSON ASSET MANAGEMENT LLC

Advisory

PORTLAND, OR

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in OR

#262

of 305 advisers by AUM

Average account

$847K

across 85 accounts

AUM per adviser

$72M

1 adviser

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$72M

Discretionary %

52.8%

Clients

63

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$72M

Discretionary AUM$38M

Non-Discretionary AUM$34M

Discretionary %52.8%

Total Clients63

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

PILOT WEALTH MANAGEMENT, INC.

$71M

DOBSON, CHARLES CASE

PORTLAND, OR

$71M

-40.1% 1Y

MADRONA WEALTH MANAGEMENT LLC

$71M

WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC

SALEM, OR

$70M

ASPIRE WEALTH ADVISORS, LLC

$75M

HANDY & COMPANY FINANCIAL ADVISORS, INC.

LAKE OSWEGO, OR

$69M

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