DIXON FINANCIAL SERVICES INC
DBA: DIXON FINANCIAL SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.09B |
| Discretionary | $957.9M88% of AUM |
| Non-Discretionary | $129.0M |
| Client Accounts | 335 |
| Avg Account Size | $3.2M |
| Employees | 4 |
| Peak AUM | $1.09BFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +18.9% | +15.7% | +10.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.09B |
| Discretionary | $957.9M |
| Employees | 4 |
| Client Accounts | 335 |
| Client Range | 251-500 |
Contact & Location
Phone
925-283-3104
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$958M
88.1% of AUM
Non-Discretionary
$129M
11.9% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant