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| Dorian Eason Asset Management LLC
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|
|---|---|
| CRD # | 113724 |
| SEC # | 801-60402 |
| CIK # | |
| AUM | $214.9 M (2025-01-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 901-755-2075 |
| Address | 6363 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 13.4 |
| (b) Individuals (high net worth individuals) | 82 | 78.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 105.9 |
| (h) Charitable organizations | 0 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 33 | 8.0 |
| Total | 266 | 214.9 |
| By Discretionary | ||
| Discretionary | 254 | 211.7 |
| Non-Discretionary | 12 | 3.2 |
| Total | 266 | 214.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.9 | |
| Total | 266 | 214.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roserock Wealth Management LLC
✚
|
TX | 0.2 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
|
Main Street Investment Advisors LLC
✚
|
IL | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
0.2 | |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
Spring Capital Management LLC
✚
|
TX | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Financial Guidance Group Inc
✚
|
0.2 |