Dash Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$680,893,315
Clients
432
Advisors
6
across 3 offices
About
Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. Services described in the brochure include a Global Value equity and bond strategy, facilitation of estate‑planning documents through a third‑party digital platform, participant account management for held‑away retirement assets, and tax planning with tax preparation made available through an unaffiliated CPA for clients with $1.5 million or more in assets under management.
The firm’s investment approach is long‑term and value‑oriented, concentrating research on a limited number of industries and maintaining low turnover and the potential for meaningful position sizes; Dash operates with discretionary authority to execute and rebalance client accounts and conducts monthly reviews. Financial planning and ongoing tax analysis are integrated into the advisory relationship, and Dash performs best‑interest analyses when recommending retirement rollovers.
Dash’s disclosure materials indicate several marketing and operational practices that are uncommon for peer team firms: the firm’s materials include hypothetical performance scenarios and performance results, and reference client testimonials, endorsements, and third‑party ratings, while also paying a flat fee to an online registry to generate prospects. The brochure also notes use of firm‑approved SMS communications governed by a privacy policy, facilitation of services through unaffiliated providers (with no referral fees disclosed), and that senior personnel invest significant personal assets alongside client strategies.
Client services
Expertise
Fee options
Flat annual fees may be negotiated based on client circumstances
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.15% $5,000,000+: 1.00%
Account minimum: $1,000,000 Minimum fee: $12,500 annual minimum fee Fee-only: Fees are negotiable and typically charged as advisory fees based on assets under management with no commissions
Main office
See office6275 W Plano Pkwy, Suite 555
Plano TX 75093
Advisors at this office
4
Offices (3)
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Dash Acquisitions Inc. · Dash Acquisitions LLC · Dash Investment Advisors · Dash Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey B
Series 66
Plano, TX
Dash Investments
Jeffrey Bowlby is a financial advisor at Dash Investments with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fisher Investments, Bank of America, Merrill, and Cetera. Outside of his advisory role, he is a partner in Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally targeting accounts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach with integrated financial planning and tax analysis.
Zain G
Series 65
Plano, TX
Dash Investments
Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience and holds a Series 65 designation. He has been involved with Dash Acquisitions LLC since 2009. Dash Investments serves individuals, high-net-worth clients, estates, and trusts, typically managing accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries and integrates financial planning and tax analysis into its advisory services.
Sebastian L
Series 63, Series 65
Plano, TX
Dash Investments
Sebastian Lopez Hafen is a financial advisor at Dash Investments in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fisher Investments and NYLIFE Securities LLC. His background also includes roles outside finance, such as at GetLegal, Uber, and El Pulpo Restaurant. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, estates, and trusts with at least $1 million in investable assets. The firm focuses on a long-term, value-oriented investment approach and integrates tax planning and financial planning into its advisory services.
Robert B
Series 63, Series 66
Plano, TX
Dash Investments
Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Dash Investments in 2025, he worked at Fisher Investments, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Thrivent Financial. Dash Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individuals, high-net-worth clients, estates, and trusts with at least $1,000,000 in investable assets. The firm employs a long-term, value-oriented investment approach focused on a limited number of industries, integrating financial planning and tax analysis into client relationships.
Jonathan D
Series 65
Woodland Hills, CA
Dash Investments
Jonathan Dash is a financial advisor at Dash Investments in Woodland Hills, CA, holding a Series 65 designation with 20 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, typically serving accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach, integrating financial planning and tax analysis within its advisory services.
Richard B
Series 65
Austin, TX
Dash Investments
Richard Bach is a financial advisor at Dash Investments in Austin, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, generally focusing on accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach with integrated tax planning and monthly portfolio reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")