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Dawson Russell Inc. (Cleveland)


Dawson Russell Inc. is a large advisory firm based in Cleveland. It manages $108.97 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

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Dawson Russell provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dawson Russell: assets under management

The assets under management (AUM) of Dawson Russell Inc. is $108.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dawson Russell Inc. for their services and products based on a percentage of assets under management 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 Cleveland

The principal office where Dawson Russell Inc. performs its advisory services is located at 1340 Depot St, Cleveland, OH 44116, which is also the mailing address of the firm. An additional office of the firm is in Marietta, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-333-9000 or by fax 440-356-8759. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.dawsoncompanies.com.


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