DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
Legal name: DOBSON ASSET MANAGEMENT
CRD #112079 SEC #801-51693 PETALUMA, CA 707-766-9254
SEC Registered
Total AUM
$197.2M
Discretionary
$196M
Employees
3
Clients
26
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $197.2M | $196M | $1.1M | 3 | 0 |
| Mar 2024 | $177.9M | $176.9M | $1M | 3 | 0 |
| Mar 2023 | $156.3M | $154.9M | $1.5M | 3 | 0 |
| Mar 2023 | $156.3M | $154.9M | $1.5M | 3 | 0 |
| Mar 2022 | $174.8M | $171.4M | $3.4M | 3 | 3 |
| Mar 2021 | $149.3M | $146.3M | $3M | 3 | 3 |
| Apr 2020 | $137.4M | $134.8M | $2.6M | 3 | 6 |
| Mar 2019 | $133.9M | $130.6M | $3.2M | 3 | 6 |
| Mar 2018 | $128.7M | $125.5M | $3.1M | 4 | 6 |
| Mar 2017 | $120.4M | $117.5M | $2.8M | 2 | 100 |
| Mar 2016 | $117.5M | $115M | $2.4M | 2 | 122 |
| Mar 2015 | $127.8M | $126.3M | $1.5M | 2 | 129 |
| Mar 2014 | $116.1M | $113.2M | $2.9M | 2 | 125 |
| Apr 2013 | $112.3M | $110.4M | $1.9M | 2 | 26 |
| Mar 2012 | $102.6M | $100.9M | $1.7M | 1 | 26 |
| Apr 2011 | $103.7M | $102.5M | $1.2M | 5 | -- |
| Mar 2009 | $83.3M | $82.2M | $1.1M | 5 | -- |
| Mar 2007 | $114.6M | $109.5M | $5.1M | 5 | -- |
| Feb 2006 | $85.2M | $80.5M | $4.7M | 5 | -- |
| Jun 2005 | $78M | $67.7M | $10.3M | 5 | -- |
| Mar 2004 | $70.8M | $63.7M | $7.1M | 5 | -- |
| Apr 2002 | $95.5M | $67.8M | $27.7M | 5 | -- |
DateMar 2025
Total AUM$197.2M
Discretionary$196M
Non-Disc.$1.1M
Employees3
Clients0
DateMar 2024
Total AUM$177.9M
Discretionary$176.9M
Non-Disc.$1M
Employees3
Clients0
DateMar 2023
Total AUM$156.3M
Discretionary$154.9M
Non-Disc.$1.5M
Employees3
Clients0
DateMar 2023
Total AUM$156.3M
Discretionary$154.9M
Non-Disc.$1.5M
Employees3
Clients0
DateMar 2022
Total AUM$174.8M
Discretionary$171.4M
Non-Disc.$3.4M
Employees3
Clients3
DateMar 2021
Total AUM$149.3M
Discretionary$146.3M
Non-Disc.$3M
Employees3
Clients3
DateApr 2020
Total AUM$137.4M
Discretionary$134.8M
Non-Disc.$2.6M
Employees3
Clients6
DateMar 2019
Total AUM$133.9M
Discretionary$130.6M
Non-Disc.$3.2M
Employees3
Clients6
DateMar 2018
Total AUM$128.7M
Discretionary$125.5M
Non-Disc.$3.1M
Employees4
Clients6
DateMar 2017
Total AUM$120.4M
Discretionary$117.5M
Non-Disc.$2.8M
Employees2
Clients100
DateMar 2016
Total AUM$117.5M
Discretionary$115M
Non-Disc.$2.4M
Employees2
Clients122
DateMar 2015
Total AUM$127.8M
Discretionary$126.3M
Non-Disc.$1.5M
Employees2
Clients129
DateMar 2014
Total AUM$116.1M
Discretionary$113.2M
Non-Disc.$2.9M
Employees2
Clients125
DateApr 2013
Total AUM$112.3M
Discretionary$110.4M
Non-Disc.$1.9M
Employees2
Clients26
DateMar 2012
Total AUM$102.6M
Discretionary$100.9M
Non-Disc.$1.7M
Employees1
Clients26
DateApr 2011
Total AUM$103.7M
Discretionary$102.5M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2009
Total AUM$83.3M
Discretionary$82.2M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2007
Total AUM$114.6M
Discretionary$109.5M
Non-Disc.$5.1M
Employees5
Clients--
DateFeb 2006
Total AUM$85.2M
Discretionary$80.5M
Non-Disc.$4.7M
Employees5
Clients--
DateJun 2005
Total AUM$78M
Discretionary$67.7M
Non-Disc.$10.3M
Employees5
Clients--
DateMar 2004
Total AUM$70.8M
Discretionary$63.7M
Non-Disc.$7.1M
Employees5
Clients--
DateApr 2002
Total AUM$95.5M
Discretionary$67.8M
Non-Disc.$27.7M
Employees5
Clients--