Dobson Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dobson Asset Management provides fee-only financial planning and investment management to individuals and to institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both discrete financial planning engagements and ongoing investment supervisory services for individual and organizational clients.
The firm’s investment approach emphasizes fundamental security analysis and strategic asset allocation, implemented primarily through mutual funds, exchange-traded funds and publicly traded equities with both long- and short-term purchase strategies. Client accounts are monitored and reviewed at least annually, with many clients receiving quarterly written reports, and services may be provided on a discretionary or non-discretionary basis.
What distinguishes Dobson from many small independent advisers is its explicit pension and nonprofit consulting capability, which includes developing investment policy statements, conducting asset allocation studies and performing structured money-manager searches for organizations. The brochure also notes the firm operates on a fee-only basis, executes trades through a single custodian without accepting commissions or soft-dollar benefits, and is owned jointly by its principals.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.60%
Financial planning and consulting services at $200 per hour, with a 10 hour minimum ($2,000 minimum fee); investment account setup and administrative services at $65 per hour.
Account minimum: $750,000 Fee-only: Fee-only financial planning and investment management services; no commissions or other fees associated with client investments.
Main office
1306 NW Hoyt St, Suite 408
Portland OR 97212
Advisors at this office
1
Most active in
Oregon
Also doing business as
Dobson Asset Management · Dobson Asset Management LLC · Dobson Asset Management Oregon
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.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)