Dobson Capital Management Inc is an adviser based in Santa Ana. It manages $6.59 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Dobson Capital Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dobson Capital Management Inc is $6.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 335% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dobson Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles L Dobson has been acting as President since 1 Sep 1988. Dobson Capital Management Inc joined the executive team most recently as the President.
The principal office where Dobson Capital Management Inc performs its advisory services is located at 1422 South Van Ness Street, Santa Ana, CA 92707, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 714-546-3066 or by fax 714-549-8502. The normal business hours are 6:30am-4pm on Monday - Friday.