DORIAN INVESTMENT ADVISORY LLC

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$103M

100% of AUM

Avg account

$484K

Accounts

212

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 339280
Registered since: May 5, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI75.19%
Individuals20.1%
Charitable Organizations4.64%
Corporations / Businesses0.06%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dorian Investment Advisory LLC is a privately held investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management both for individuals and small businesses and for businesses or institutional clients. It identifies as an active ESG investor, suggesting environmental, social, or governance factors are incorporated into its investment process. The firm is not classified as a capital allocator and is structured with individual ownership.