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Dreher Investment Services, Inc.

CRD 114196SEC# 801-110396San Angelo, TX
Export (members)
No longer SEC-registered. Dreher Investment Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$272M
Employees
6
Accounts
341
Location
San Angelo, TX

Dreher Investment Services, Inc. assets under management

Dreher Investment Services, Inc. is an SEC-registered investment adviser based in San Angelo, TX. It reports $272 million in regulatory assets under management and employs 6 people.

Dreher Investment Services, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Charles Dreher Robertson ControlCeo10-25%1997
Dayton Scott KnoxShareholder10-25%2018
Douglas Doyle Eakman ControlDirector10-25%1997
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Frequently asked questions

How much does Dreher Investment Services, Inc. manage?

Dreher Investment Services, Inc. reports $272 million in regulatory assets under management on its Form ADV.

How many employees does Dreher Investment Services, Inc. have?

Dreher Investment Services, Inc. reports 6 employees.

Where is Dreher Investment Services, Inc. located?

Dreher Investment Services, Inc. is based in San Angelo, TX.

Does Dreher Investment Services, Inc. disclose fund performance?

Dreher Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address517 W. Twohig Avenue, San Angelo, TX 76903
Office hours8:00-4:30
Discloses disciplinary historyNo

Regulatory AUM

$272MNo change
Mar '25 — $272MApr '25 — $272MMay '25 — $272MJun '25 — $272MJul '25 — $272MAug '25 — $272MSep '25 — $272MOct '25 — $272MNov '25 — $272MDec '25 — $272MJan '26 — $272MFeb '26 — $272MMar '26 — $272MApr '26 — $272MMay '26 — $272MJun '26 — $272M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$272Mregulatory AUM
Discretionary $272M