DORIAN EASON ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

Total AUM

$27.1M

Discretionary

$27.1M

100% of AUM

Avg account

$382K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 113724
Registered since: July 13, 2001
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Individuals57.48%
HNWI18.17%
Charitable Organizations11.5%
Corporations / Businesses8.67%
Pension & Profit Sharing Plans4.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dorian Eason Asset Management, LLC is a small, SEC‑registered advisory firm organized as an LLC and operating under an individual owner model. The firm’s business centers on discretionary portfolio management for individuals, small businesses and institutional/business clients, and it charges clients on a percentage‑of‑assets basis. Investment activity is concentrated in publicly traded pooled vehicles rather than direct-stock active trading; the firm is not positioned as an ESG investor and does not identify as a multi‑state or pension consultant advisor. Its registration date (2001) and compact asset base suggest a boutique approach focused on personalized client relationships rather than large-scale capital allocation or wholesale fund management.