Investment adviser · CRD 339280
DORIAN INVESTMENT ADVISORY LLC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 212 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 21 | $77,170,635 | 75.2% |
| Individuals | 97 | $20,633,097 | 20.1% |
| Charities | Fewer than 5 | $4,764,825 | 4.6% |
| Corporations & businesses | Fewer than 5 | $60,013 | 0.1% |
Filing source
Form ADV 2100901 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1661 INTERNATIONAL DR STE 400MEMPHIS, TN, 38120, United States
CRD 339280
Filing source
Form ADV 2100901 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.