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Dorian Eason Asset Management
Dorian Eason Asset Management is an SEC-registered investment adviser in Memphis, TN, registered since 2001. The firm manages approximately $27 million in...
Dorian Eason Asset Management
Dorian Eason Asset Management is an SEC-registered investment adviser in Memphis, TN, registered since 2001. The firm manages approximately $27 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Memphis
Corporate office
Memphis, TN, United States
Principals
Dorian Eason
Founder
Frequently asked questions
Who makes investment decisions at Dorian Eason Asset Management?
Dorian Eason is the founder and named principal, and the firm does not publicly list any additional investment committee members. Based on its scale, Mr. Eason likely serves as the primary decision-maker for client portfolios, possibly in conjunction with a third-party custodian or platform provider.
What is the firm's approach to portfolio construction?
The firm operates as a private wealth advisory, likely focusing on asset allocation across public equities, fixed income, and municipal bonds suited to a Tennessee client base. Without publicly available strategy commentary, its approach is inferred to be conservative, emphasizing capital preservation and tax-aware investing rather than aggressive growth or alternative assets.
Does Dorian Eason Asset Management make direct investments or venture allocations?
There is no public evidence of direct investing, venture capital activity, or fund-of-funds commitments. The firm appears confined to traditional wealth management services, and no named portfolio companies, co-investments, or private market deals have been reported in connection with this entity.
Is Dorian Eason Asset Management registered as an investment advisor?
The firm's registration status is not confirmed in public records. Many small advisory practices in Tennessee operate under state-level registration or as sole proprietorships exempt from certain federal filing requirements. Prospective clients should verify registration status directly with the firm or via the SEC's Investment Adviser Public Disclosure database.
How does the firm acquire clients?
Given the complete absence of a website, content marketing, or professional social media presence, the firm likely relies on referrals within the Memphis business community. This is a common model for locally focused advisors whose growth depends on existing client relationships and word-of-mouth within a defined geographic network.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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