Robert Dawson
Dawson Investment Management · Walnut Creek, California
Robert Dawson is a fee-only financial advisor at Dawson Investment Management in Walnut Creek, California. Dawson Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dawson Investment Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40.1M across 177 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4502523 |
| Exams passed | Series 63 (2002) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dawson-im.com |
How Robert's firm compares
- Dawson Investment Management's average account is about $227,000, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Robert
Is Robert Dawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Dawson Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Dawson Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Dawson based?
Robert Dawson is based in Walnut Creek, California.
Is Robert Dawson registered with the SEC?
Yes. Robert Dawson is registered as an investment adviser representative in CA and TX (CRD 4502523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dawson Investment Management manage?
Dawson Investment Management reports $40.1M across 177 accounts in assets under management.
How do I contact Robert Dawson?
Through Robert's website, www.dawson-im.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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