A complete list of active advisors currently associated with J Dostal Investments

Warmer can help you find a great advisor at J Dostal Investments or one who fits your needs even better.

The firm provides discretionary investment management to individual investors as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. As of December 31, 2025 it reported approximately $4,775,000 in discretionary assets across eight client accounts and generally requires $50,000 to engage its advisory services. Its investment process combines fundamental research and technical metrics to identify individual U.S. companies with sustainable competitive advantages, financial strength, and dividend histories, emphasizing businesses tied to demographic and technological trends. Portfolios are constructed through human-directed security selection rather than quantitative models, and the firm may occasionally employ options and, infrequently, margin while disclosing those risks to clients. Noteworthy features include a very small client roster and concentrated asset base relative to many peers and a practice of recommending a specific introducing broker/dealer and clearing firm that uses minimum ticket charges rather than a typical per‑share commission schedule. The principals conduct other business activities — including a real estate brokerage that one principal devotes significant weekly time to and a small coffee business — and the firm’s principal disclosed a personal Chapter 7 bankruptcy filed in December 2012 and finalized in April 2013.

To learn more about the advisors currently working at J Dostal Investments, 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.