D'orazio & Associates, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 291
- Avg AUM / client
- $5.0M
- Accounts
- 291
- Employees
- 11
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) | 64 | $25.3M | 1.75% |
| High net worth individuals | 227 | $1.4B | 98.2% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Durrette Vanlandingham | Shareholder, Vice President (02/2023) | CFP | Jan 2005 (22y) | 25% – 50% |
| David B Trenner | Shareholder, President And Chief Compliance Officer (02/2023) | CFP | May 2013 (13y) | 25% – 50% |
| Jeremy Lynn Meek | Shareholder, Vice President (02/2023) | CFP | Aug 2014 (12y) | 25% – 50% |
| Andrew Todd Eskelsen | Shareholder, Treasurer, Secretary | CFA | Oct 2020 (6y) | 25% – 50% |
| Joseph Anthony Dorazio | Registered representative | CFP | Dec 2004 (22y) | |
| Benjamin Richard Corson | Registered representative | CFA | Apr 2023 (3y) | |
| Sebastian Andres Florero | Registered representative | CFP | Aug 2024 (2y) | |
| Bailey Marie Schmitz | Registered representative | Jan 2026 (1y) | ||
| Luke William Griffin | Registered representative | May 2026 (0y) |
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 | 990 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
- • Fixed fees
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $954M (66% of AUM) Mar 2026
- National Financial Services (Fidelity) $434M (30% 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) ↗