J Dostal Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,775,000
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$596,875
About
The firm provides discretionary investment management to individual investors as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. As of December 31, 2025 it reported approximately $4,775,000 in discretionary assets across eight client accounts and generally requires $50,000 to engage its advisory services.
Its investment process combines fundamental research and technical metrics to identify individual U.S. companies with sustainable competitive advantages, financial strength, and dividend histories, emphasizing businesses tied to demographic and technological trends. Portfolios are constructed through human-directed security selection rather than quantitative models, and the firm may occasionally employ options and, infrequently, margin while disclosing those risks to clients.
Noteworthy features include a very small client roster and concentrated asset base relative to many peers and a practice of recommending a specific introducing broker/dealer and clearing firm that uses minimum ticket charges rather than a typical per‑share commission schedule. The principals conduct other business activities — including a real estate brokerage that one principal devotes significant weekly time to and a small coffee business — and the firm’s principal disclosed a personal Chapter 7 bankruptcy filed in December 2012 and finalized in April 2013.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $50,000: 2.50% $50,000.01 - $100,000: 2.00% $100,000.01 - $500,000: 1.50% $500,000.01+: 1.00%
Account minimum: $50,000
Main office location
J Dostal Investments
Auburn WA, United States
Number of offices
1
Most active in
J Dostal Investments has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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