|
⚲
|
| Keyboard |
| Dorian Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 339280 |
| SEC # | 801-136037 |
| CIK # | |
| AUM | 102.6 M (2026-04-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 901-482-8444 |
| Address | 1661 International Dr Ste 400 Memphis, TN 38120 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 20.6 |
| (b) Individuals (high net worth individuals) | 21 | 77.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.8 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 102.6 |
| By Discretionary | ||
| Discretionary | 212 | 102.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.6 | |
| Total | 212 | 102.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Riverstone Asset Management LLC
✚
|
KY | 103.0 M |
|
Moralis Technologies LLC
✚
|
PA | 103.0 M |
|
Eagle Capital Advisors LLC
✚
|
CT | 103.0 M |
|
Pearl Wealth Group LLC
✚
|
102.9 M | |
|
Opportunus Wealth Management LLC
✚
|
102.9 M | |
|
Fairchild Capital LLC
✚
|
OR | 102.8 M |
|
Brazos Capital LLC
✚
|
TX | 102.5 M |
|
Stillwater Capital Management Corp
✚
|
CA | 102.5 M |
|
Rocky Hill Advisors Inc
✚
|
MA | 102.4 M |
|
Capital Synergy Partners Inc
✚
|
CA | 102.3 M |