DOBSON ASSET MANAGEMENT LLC

DOBSON ASSET MANAGEMENT LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 315281). Regulatory assets under management: $72.0M.

Registration

• CRD: 315281
• Type: Registered investment adviser
• Location: 5200 S MACADAM AVE., PORTLAND, OR, 97239
• Phone: 503-417-3481
• Latest filing: 2026-05-11
• Regulatory AUM: $72.0M
• Discretionary AUM: $38.0M
• Non-discretionary AUM: $34.0M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search