D
CRD: 339280
Dorian Investment Advisory LLC
Memphis, TN, 38120
9014828444
$102.6M Total AUM
$102.6M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
1661 International DR STE 400 Memphis TN
About Dorian Investment Advisory LLC
Dorian Investment Advisory LLC is a Memphis-based RIA. The firm has been operating for 0 years. Managing $102.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
65 AVG AGE
$102.6M AVG AUM / ADVISOR
$869.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Catalyst peak Momentum pioneer Eagle
Client Personas
Peak
Investment Themes
Frontier
Investment Vehicles
Fusion zenith
Services
Ridge meridian Bridge Pioneer bridge Matrix
Owner & Executives
P
PAUL THOMAS DORIAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2814857
- Ownership
- 75% or more
(787) 594-9143
frontier.horizon@pioneercapital.com
in linkedin.com/in/unison-prime
S
Susan J Dorian
Secretary
- CRD
- --
- Ownership
- 10% but less than 25%
(788) 589-5808
wave.wave@pioneercapital.com
in linkedin.com/in/momentum-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,628,570 | $484,097 |
| Non-Discretionary | $0 | -- |
| Total | $102,628,570 | $484,097 |
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Separately Managed Accounts
Total SMA Asset: $102,628,570
Public Funds:
46.3% Equity - Exchange:
13.2% Municipal Bonds:
28.6% Private Funds:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,065,684,046 | 46.3% |
| Equity - Exchange | $303,823,529 | 13.2% |
| Municipal Bonds | $658,284,314 | 28.6% |
| Private Funds | $273,901,515 | 11.9% |
| Total | $2,301,693,404 | 100.0% |