Gregory Dob
Kitching Partners · Conshohocken, Pennsylvania
Gregory Dob is a fee-only financial advisor at Kitching Partners in Conshohocken, Pennsylvania, who holds the CFP credential. Kitching Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kitching Partners |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $645.9M across 194 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7985861 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Profile |
How Gregory's firm compares
- Kitching Partners's average account is about $3.3 million, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Gregory
Is Gregory Dob a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Kitching Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Kitching Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Dob based?
Gregory Dob is based in Conshohocken, Pennsylvania.
What credentials does Gregory Dob hold?
Gregory Dob holds the CFP credential.
Is Gregory Dob registered with the SEC?
Yes. Gregory Dob is registered as an investment adviser representative in PA (CRD 7985861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kitching Partners manage?
Kitching Partners reports $645.9M across 194 accounts in assets under management.
How do I contact Gregory Dob?
Contact details aren't on file yet. Search for Kitching Partners.
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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