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DOCK STREET ASSET MANAGEMENT INC
CRD 111163File 801-43547
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.08B
Non-discretionary $27.3M
Clients
178
437 accounts
Employees
6
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 19, 1993
- Principal office
- 2875 SOUTH OCEAN BLVD, SUITE 200-46, PALM BEACH, FL, 33480
- Phone
- 203-532-9470
- Website
- https://dockstreet.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $27.3M
- Discretionary accounts
- 435
- Non-discretionary accounts
- 2
- Total accounts
- 437
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $25.4M |
| High net worth individuals | 90 | $848.7M |
| Individuals (other than high net worth individuals) | 87 | $236.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 161 | 178 | increased by17 |
| Apr 1, 2026 | AUM | $905,798,171 | $1,110,121,633 | increased by$204,323,462 |
| Apr 1, 2026 | Accounts | 398 | 437 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 161 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $693,462,289 | $905,798,171 | increased by$212,335,882 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 305 | 398 | increased by93 |
| Mar 1, 2022 | Clients | 89 | 111 | increased by22 |
| Mar 1, 2022 | AUM | $585,071,919 | $693,462,289 | increased by$108,390,370 |
| Mar 1, 2022 | Accounts | 241 | 305 | increased by64 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOCK STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOCK STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.