Paul Drake-Stockard
DSA Asset Management · Chandler, Arizona
Paul Drake-Stockard is a fee-only financial advisor at DSA Asset Management in Chandler, Arizona. DSA Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DSA Asset Management |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7M across 32 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6416919 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dsaam.com |
How Paul's firm compares
- DSA Asset Management's average account is about $219,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Paul
Is Paul Drake-Stockard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and DSA Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, DSA Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Drake-Stockard based?
Paul Drake-Stockard is based in Chandler, Arizona.
Is Paul Drake-Stockard registered with the SEC?
Yes. Paul Drake-Stockard is registered as an investment adviser representative in AZ (CRD 6416919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DSA Asset Management manage?
DSA Asset Management reports $7M across 32 accounts in assets under management.
How do I contact Paul Drake-Stockard?
Through Paul's website, www.dsaam.com.
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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