Overview
Assets Under Management: $103 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 21
Average Client Assets: $3.7 million
Frequently Asked Questions
DORIAN INVESTMENT ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339280), DORIAN INVESTMENT ADVISORY LLC is subject to fiduciary duty under federal law.
DORIAN INVESTMENT ADVISORY LLC is headquartered in MEMPHIS, TN.
DORIAN INVESTMENT ADVISORY LLC serves 21 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, DORIAN INVESTMENT ADVISORY LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DORIAN INVESTMENT ADVISORY LLC manages $103 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, DORIAN INVESTMENT ADVISORY LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.19%
Average Client Assets: $3.7 million
Total Client Accounts: 212
Discretionary Accounts: 212
Regulatory Filings
CRD Number: 339280
Filing ID: 2100901
Last Filing Date: 2026-04-29 14:54:05