This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2001
- Office Locations
- 1
Office Locations
About Dorian Eason Asset Management, LLC
Dorian Eason Asset Management, LLC is a Memphis-based RIA. The firm has been operating for 25 years. Managing $27.1M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between November 20, 2025 and March 31, 2026, reported AUM decreased 78.2%, from $124.5M to $27.1M.
Across 5 reported observations, AUM decreased 93.6% between March 22, 2022 and March 31, 2026, from $424.5M to $27.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $678.3K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Dorian Eason Asset Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Dorian Eason Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT GREEN LEE EASON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2814851
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,133,847 | $382,167 |
| Non-Discretionary | $0 | -- |
| Total | $27,133,847 | $382,167 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Dorian Eason Asset Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.