D
CRD: 113724
Dorian Eason Asset Management, LLC
Memphis, TN, 38119
9017552075
$27.1M Total AUM
$27.1M Disc. AUM
-58.0% 3Y CAGR
1 Employees
40 ADV. Clients
24 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2001
- Office Locations
- 1
Office Locations
6363 Poplar Avenue Suite 107 Memphis TN
About Dorian Eason Asset Management, LLC
Dorian Eason Asset Management, LLC is a Memphis-based RIA. The firm has been operating for 24 years. Managing $27.1M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$27.1M AVG AUM / ADVISOR
$678.3K AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Ember catalyst
Investment Themes
Prime Radial vital
Investment Vehicles
Timber
Services
Value meridian Meridian catalyst Delta timber Harbor peak Pioneer optima
Owner & Executives
R
ROBERT GREEN LEE EASON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2814851
- Ownership
- 75% or more
(498) 200-8805
beacon.frontier@meridiancapital.com
in linkedin.com/in/atlas-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,133,847 | $382,167 |
| Non-Discretionary | $0 | -- |
| Total | $27,133,847 | $382,167 |
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Separately Managed Accounts
Total SMA Asset: $27,133,847
Public Funds:
34.7% Equity - Exchange:
7.9% Municipal Bonds:
8.0% U.S. Government/Agency:
23.7% Cash:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,968,846,875 | 34.7% |
| Equity - Exchange | $448,238,914 | 7.9% |
| Municipal Bonds | $453,912,824 | 8.0% |
| U.S. Government/Agency | $1,344,716,742 | 23.7% |
| Cash | $1,458,194,947 | 25.7% |
| Total | $5,673,910,302 | 100.0% |