CRD: 136881
Dorman Financial Management, P.a.
$160.6M Total AUM
$158.4M Disc. AUM
-- 3Y CAGR
2 Employees
262 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Meridian foundation
- Established Date
- 01-30-2003
- Office Locations
- 1
Office Locations
557 N. Wymore Road Suite 201 Maitland FL
About Dorman Financial Management, P.a.
Dorman Financial Management, P.A. is a Maitland, FL RIA providing financial planning and portfolio construction for individuals and business owners, including tax and estate planning, retirement plan guidance, and insurance planning. The firm emphasizes asset allocation and risk management, using vehicles such as mutual funds, ETFs, fixed income, and real estate. Custody includes Charles Schwab.
Team overview
49 AVG AGE
$80.3M AVG AUM / ADVISOR
$612.9K AVG AUM / CLIENT
14.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Optima
Custodian
Oak eagle Capital Glacier Vital Ember pioneer Matrix
Investment Themes
Crest prime Insight
Investment Vehicles
Signal
Services
Element Alpha timber Vital vertex Quantum Peak Foundation legacy Pathway Crest element
Technology
Delta zenith
Owner & Executives
JAMES BROOKS DORMAN JR
Chief Compliance Officer, Founder, President
- CRD
- #2842570
- Ownership
- 75% or more
(487) 674-9109
summit.pioneer@vitalcapital.com
in linkedin.com/in/delta-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
CHELSEA ERIN ARB
Wealth Advisor
- CRD
- #5592994
(922) 898-7899
timber.matrix@valuecapital.com
in linkedin.com/in/vector-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,406,462 | $209,532 |
| Non-Discretionary | $2,174,278 | $1,087,139 |
| Total | $160,580,740 | $211,848 |
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Separately Managed Accounts
Total SMA Asset: $160,580,740
Public Funds:
37.1% Equity - Exchange:
18.0% Cash:
25.9% Municipal Bonds:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,684,679,206 | 37.1% |
| Equity - Exchange | $1,302,539,776 | 18.0% |
| Cash | $1,874,210,012 | 25.9% |
| Municipal Bonds | $1,374,903,097 | 19.0% |
| Total | $7,236,332,091 | 100.0% |