Co-Founder, CIO · Hampton Rock Wealth Management
David A. Dodson
CRD 3167369 · Named on Form ADV at one SEC-registered adviser
At a glance
Hampton Rock Wealth Management, an SEC-registered wealth manager based in Austin, TX with $192 million in regulatory assets, lists David A. Dodson on its Form ADV as Co-Founder, CIO, a control person.
Firms and roles
- Hampton Rock Wealth ManagementCo-Founder, CIOWealth manager · Austin, TX · $192M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stuart L. BrownCEO, Hampton Rock Wealth Management
- Nikita M. Grezlik PerezChief Compliance Officer, Hampton Rock Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.