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DOBSON ASSET MANAGEMENT
Legal name: DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD 112079File 801-51693
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.8M
Below cohort median (national)
Discretionary AUM
$216.4M
Non-discretionary $1.4M
Clients
158
395 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 10, 1996
- Principal office
- 7 FOURTH STREET, SUITE 25, PETALUMA, CA, 94952
- Phone
- 707-766-9254
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.8M
- Discretionary AUM
- $216.4M
- Non-discretionary AUM
- $1.4M
- Discretionary accounts
- 378
- Non-discretionary accounts
- 17
- Total accounts
- 395
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $192.2M |
| Individuals (other than high net worth individuals) | 78 | $25.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.