A complete list of active advisors currently associated with Dobson Street LLC

Warmer can help you find a great advisor at Dobson Street LLC or one who fits your needs even better.

Dobson Street LLC provides discretionary portfolio management and financial planning to a mix of individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non‑qualified plans. Services include creating client‑specific Investment Policy Statements and ongoing portfolio oversight across mutual funds, ETFs, equities, fixed income, real‑estate funds, and annuities. The firm emphasizes tailored advice grounded primarily in fundamental analysis while also employing technical methods, and it implements strategies ranging from long‑term buy‑and‑hold to shorter‑term trading under discretionary authority. Client risk tolerances and objectives are documented in an IPS, the firm generally favors low‑cost index funds and no‑load mutual funds when appropriate, and accounts are reviewed at least quarterly. Dobson Street is distinctive for operating at a small scale (two advisors serving roughly 60 client relationships with about $8.4 million in assets) and for its close operational ties to an independent trust company: the firm’s principal is a founder and shareholder of National Advisors Trust Company, and the adviser requires clients to use that trust company for custody. The brochure also discloses an outside insurance‑agency activity that offers fee‑based, non‑commission insurance products and notes the potential receipt of custodial research or services (soft‑dollar benefits), features that set it apart from many peers.

To learn more about the advisors currently working at Dobson Street LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.