Dreher Investment Services, Inc.
CRD 114196SEC# 801-110396San Angelo, TX
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dreher Robertson Control | Ceo | 10-25% | 1997 |
| Dayton Scott Knox | Shareholder | 10-25% | 2018 |
| Douglas Doyle Eakman Control | Director | 10-25% | 1997 |
| Katy Lin Taylor Control | Chief Operations Officer | Under 5% | 2019 |
| Kenneth Bruce Kidd Control | Director | Under 5% | 2013 |
| Ladonna Ruth Wanoreck Control | Director | Under 5% | 2013 |
| Nazita E Knox | Shareholder | 10-25% | 2018 |
| Rusty Joe Taylor Control | Chief Financial Officer | 10-25% | 2022 |
| Spencer Judson Plagens Control | President / Chief Compliance Officer | 10-25% | 2019 |
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
| Address | 517 W. Twohig Avenue, San Angelo, TX 76903 |
| Office hours | 8:00-4:30 |
| Discloses disciplinary history | No |
Regulatory AUM
$272MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$272Mregulatory AUM
Discretionary $272M