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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.