Dobson Asset Management - Northern California
● SEC registered since 1996CRD 112079SEC# 801-51693Petaluma, CA
Reg. AUM
$217.8M
Employees
3
Accounts
395
Location
Petaluma, CA
Dobson Asset Management - Northern California assets under management
Dobson Asset Management - Northern California is a registered investment adviser overseen by the SEC based in Petaluma, CA. The firm has been registered since 1996. It reports $217.8 million in regulatory assets under management and employs 3 people.
Dobson Asset Management - Northern California owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Martin Dobson Control | Owner/Financial Advisor/Chief Compliance Officer | 25-50% | 1994 |
| Merilee Maystrovich | Owner/Adminstrator | 25-50% | 1995 |
| Samuel Riley Dobson | Owner/Registered Advisor Representative | 25-50% | 2024 |
Frequently asked questions
How much does Dobson Asset Management - Northern California manage?
Dobson Asset Management - Northern California reports $217.8 million in regulatory assets under management on its Form ADV.
How many employees does Dobson Asset Management - Northern California have?
Dobson Asset Management - Northern California reports 3 employees.
Where is Dobson Asset Management - Northern California located?
Dobson Asset Management - Northern California is based in Petaluma, CA and has been SEC-registered since 1996.
Does Dobson Asset Management - Northern California disclose fund performance?
Dobson Asset Management - Northern California is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 Fourth Street, Suite 25, Petaluma, CA 94952 |
| Phone | 707-766-9254 |
| Fax | 707-766-9354 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$217.8Mregulatory AUM
Discretionary $216.4MNon-discretionary $1.4M