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DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA

Advisory

N·PETALUMA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$218M
1-Year AUM Growth
+13.8%
3-Year CAGR
+6.0%
Employees
2
Assets Under Management
Total AUM$218M
Discretionary AUM$216M
Non-Discretionary AUM$1M
Discretionary %99.4%
Total Clients156
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingApr 2, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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