RIA Intel›Advisers›Oregon›DOBSON, CHARLES CASE

DOBSON, CHARLES CASE

Advisory

N·PORTLAND, OR

Data as of Apr 16, 2014 · Source: SEC Form ADV

Total AUM

$71M

1-Year AUM Growth

-40.1%

3-Year CAGR

-8.1%

Employees

2

Assets Under Management

Total AUM$71M

Discretionary AUM$68M

Non-Discretionary AUM$3M

Discretionary %96.4%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingApr 30, 2004

Latest FilingApr 16, 2014

🔒 Full AUM trend chart and 14 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DOBSON, CHARLES CASE

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.