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Dobson, Charles Case (Portland)


Dobson, Charles Case is an adviser based in Portland. It manages $70.91 million of regulatory assets for 339 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Oregon.

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Dobson, Charles Case provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dobson, Charles Case: assets under management

The assets under management (AUM) of Dobson, Charles Case is $70.91 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.37 million in discretionary accounts and $2.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $253.98 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dobson, Charles Case for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Dobson, Charles Case performs its advisory services is located at 1306 N.W. Hoyt St., Suite 408, Portland, OR 97209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-417-3481 or by fax 503-417-3483. The normal business hours are 9:00 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at cdobson@earthlink.net.


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