Dock Street Asset Management has provided investment advice since 1989 and is majority-owned by its chairman, Daniel Ogden. The firm picks individual stocks directly, favoring companies with high returns on invested capital, low debt and reasonable valuations, and may write options. It focuses on owners of home service businesses. The fee is charged on total household assets.
Overview
- Headquarters
- Palm Beach, FL
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $9.4 million
- Stated Minimum Account Size
- $10,000,000
Recent Rankings
Fee Disclosure
Source: DOCK STREET ADV PART 2A (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $70,000 | 0.70% |
| $50 million | $350,000 | 0.70% |
| $100 million | $700,000 | 0.70% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 76.45%
- Number of High-Net-Worth Clients
- 90
- Total Client Accounts
- 437
- Discretionary Accounts
- 435
- Non-Discretionary Accounts
- 2
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 111163
- DOCK STREET ADV PART 2A (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗