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Samuel Riley Dobson

Dobson Asset Management

Petaluma, CA

CRD 6924250

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Employer firm

Dobson Asset Management CRD 112079

$218M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Dobson Asset Management

7 Fourth Street Suite 25, Petaluma, CA 94952 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-04-30
  • CA RA
    APP_PEND_IARCE
    Since 2026-04-30

Branch Locations

7 Fourth Street Suite 25, Petaluma, CA 94952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
All Outdoors Adventure Trips Walnut Creek CA 06/2006 09/2016
Dobson Asset Management Petaluma CA 10/2015 Present
  • 06/2006 → 09/2016
    All Outdoors Adventure Trips
    Walnut Creek, CA
  • 10/2015 → Present
    Dobson Asset Management
    Petaluma, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-10
  • S65 Uniform Investment Adviser Law Examination
    2019-04-10
Other Names
  • Samuel Samuel Dobson

View on SEC IAPD

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Nearby Offices

KRUSE FINANCIAL STRATEGY · PETALUMA, CA
EDWARD JONES · PETALUMA, CA
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