DAWSON INVESTMENT MANAGEMENT

DAWSON INVESTMENT MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 312098). Regulatory assets under management: $40.1M.

Registration

• CRD: 312098
• Type: Registered investment adviser
• Location: 2910 CAMINO DIABLO, WALNUT CREEK, CA, 94597
• Phone: 925-673-1300
• Latest filing: 2026-03-11
• Regulatory AUM: $40.1M
• Discretionary AUM: $40.1M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search