Dobson Asset Management
Dobson Asset Management is an SEC-registered wealth manager in Petaluma, CA with $217.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Dobson Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112079, SEC 801-51693, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $217.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Petaluma, CA
- Employees
- 3
- Clients
- 158
- CRD
- 112079
- Ownership
- DOBSON, CHRISTOPHER, MARTIN; MAYSTROVICH, MERILEE; DOBSON, SAMUEL RILEY; Dobson, Samuel, Riley; DOBSON, CHARLES, CASE
How much AUM does Dobson Asset Management have?
Dobson Asset Management reported $217.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dobson Asset Management?
Disclosed owners and executives of Dobson Asset Management include DOBSON, CHRISTOPHER, MARTIN, MAYSTROVICH, MERILEE, DOBSON, SAMUEL RILEY, Dobson, Samuel, Riley, DOBSON, CHARLES, CASE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.