# DOWLING & YAHNKE, LLC

DOWLING & YAHNKE, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107672
- Type: SEC-registered investment adviser
- SEC file number: 801-29274
- Location: 12265 EL CAMINO REAL, SUITE 300, SAN DIEGO, CA, 92130
- Phone: 858-509-9500
- Latest filing: 2023-03-01
- Regulatory AUM: $6.1B
- Discretionary AUM: $6.0B
- Non-discretionary AUM: $124.0M
- Clients: 56
- Accounts: 4,834

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| GIBBS CONSTANCE LEE | CHIEF COMPLIANCE OFFICER | — |
| BROWN BRIAN S | SHAREHOLDER | — |
| DOWLING MARK EDWARD | CFO; CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| YAHNKE DALE EDWARD | CEO; CHIEF EXECUTIVE OFFICER; PRESIDENT (+2 more) | — |
| TEMBY PAUL RAYMONE | PORTFOLIO MANAGER; SHAREHOLDER | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| BEAMER WILLIAM GILES | CHIEF INVESTMENT OFFICER; MEMBER; MEMBER/CHIEF INVESTMENT OFFICER (+3 more) | — |
| TEMBY PAUL RAYMOND | SECRETARY; SHAREHOLDER | — |
| MUNOZ MARK JOSEPH | CFO; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER (+2 more) | — |
| RICHARDSON GREGORY JAMES | SHAREHOLDER | — |
| ASMUSSEN ALANA CHRISTINE | SHAREHOLDER | — |
| WERNIG RAYMOND MARK | SHAREHOLDER | — |
| PERNICANO BRETT RYAN | SHAREHOLDER | — |
| DIAZ ANNA E | SHAREHOLDER | — |
| Zerbato Emily Rose | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107672/similar
- Related entities: https://search.stillhousedata.com/firm/107672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107672

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.