Firm profile

DORIAN EASON ASSET MANAGEMENT, LLC

MEMPHIS, TNCRD 113724Latest ADV March 31, 2026

Dorian Eason Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 31, 2026, reports $27M in regulatory assets under management, 1 employee, and 71 accounts.

Assets Under Management
$27M
Employees
1
Offices
--
Total Clients
40
Primary office
MEMPHIS, TN
6363 POPLAR AVENUE, SUITE 107, MEMPHIS, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(901) 755-2075
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORobert G. L. Eason

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 65.0% of total clients.
Top client categories% of clientsClients
1
HNWI
65.0%
26
2
Individuals
35.0%
14
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$27Mas of March 31, 2026
Discretionary100.0%
$27M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$27M
Total Accounts71
10Y AUM Change$-286M (-91.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee40:1
10Y Employee Change-2 (-66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.