Dorian Eason Asset Management, Llc
- Regulatory AUM
- $27.1M
- Discretionary
- $27.1M
- Clients
- 40
- Avg AUM / client
- $678K
- Accounts
- 71
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $15.6M | 57.5% |
| High net worth individuals | 26 | $4.9M | 18.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.1M | 4.18% |
| Charitable organizations | Fewer than 5 clients | $3.1M | 11.5% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 8.67% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Thomas Dorian | Chief Manager/Chief Compliance Officer/Managing Member | CFA | Jun 2001 (25y) | 50% – 75% |
| Robert Green Lee Eason | Secretary/Managing Member | Jun 2001 (25y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- The Trust Company Of Knoxville $249M (78% of AUM) Mar 2018
- U.S. Bank $189M (42% of AUM) Mar 2024
- The Trust Company Of Tennessee $39.1M (18% of AUM) Jan 2025
- Charles Schwab & Co. $24.9M (92% of AUM) Mar 2026
- BNY Mellon $2.3M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗