Dobson Street LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,545,782
Total clients
62
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$137,835
About
Dobson Street LLC provides discretionary portfolio management and financial planning to a mix of individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non‑qualified plans. Services include creating client‑specific Investment Policy Statements and ongoing portfolio oversight across mutual funds, ETFs, equities, fixed income, real‑estate funds, and annuities.
The firm emphasizes tailored advice grounded primarily in fundamental analysis while also employing technical methods, and it implements strategies ranging from long‑term buy‑and‑hold to shorter‑term trading under discretionary authority. Client risk tolerances and objectives are documented in an IPS, the firm generally favors low‑cost index funds and no‑load mutual funds when appropriate, and accounts are reviewed at least quarterly.
Dobson Street is distinctive for operating at a small scale (two advisors serving roughly 60 client relationships with about $8.4 million in assets) and for its close operational ties to an independent trust company: the firm’s principal is a founder and shareholder of National Advisors Trust Company, and the adviser requires clients to use that trust company for custody. The brochure also discloses an outside insurance‑agency activity that offers fee‑based, non‑commission insurance products and notes the potential receipt of custodial research or services (soft‑dollar benefits), features that set it apart from many peers.
Client services
Expertise
Fee options
Fixed retainer (flat fee for the year) or project fees, negotiated
$250 to $400 per hour (negotiated hourly fee)
Main office location
Dobson Street LLC
1531 Aloma Avenue
Winter Park FL 32789, United States
Number of offices
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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