MAITLAND, FLCRD 136881Latest ADV February 25, 2026
Dorman Financial Management, P.A. is an SEC registered investment adviser organized as a corporation with a primary office location in Maitland, FL. Its latest Form ADV filing, dated February 25, 2026, reports $161M in regulatory assets under management, 2 employees, and 758 accounts.
Assets Under Management
$161M
Employees
2
Offices
--
Total Clients
262
Primary office
MAITLAND, FL
557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
204
2
HNWI
22.1%
58
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of February 25, 2026
Discretionary98.6%
$158M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$161M
Total Accounts758
10Y AUM Change+$30M (+23.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee131:1
10Y Employee Change-4 (-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.