Charles Dobson
Dobson Asset Management · Portland, Oregon
Charles Dobson is a fee-only financial advisor at Dobson Asset Management in Portland, Oregon, who holds the CFP credential. Dobson Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dobson Asset Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $72M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 1172642 |
| Exams passed | Series 63 (1983) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Charles's firm compares
- Dobson Asset Management's average account is about $847,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Charles
Is Charles Dobson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Dobson Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Dobson Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Dobson based?
Charles Dobson is based in Portland, Oregon.
What credentials does Charles Dobson hold?
Charles Dobson holds the CFP credential.
Is Charles Dobson registered with the SEC?
Yes. Charles Dobson is registered as an investment adviser representative in OR (CRD 1172642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dobson Asset Management manage?
Dobson Asset Management reports $72M across 85 accounts in assets under management.
How do I contact Charles Dobson?
Contact details aren't on file yet. Search for Dobson Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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