Dorian Investment Advisory, LLC

EST. AUM
$102,628,570

CONTACTS

CLIENT ACCOUNTS
212

Firm Details

Metro area Memphis
CRD Number 339280
Website -
Client types

Overview

Dorian Investment Advisory, LLC (DIA) is a Memphis, Tennessee-based independent Registered Investment Advisory (RIA) firm that operates under a strict fiduciary standard. Founded in late 2025, the firm provides personalized wealth management, stand-alone consulting, and portfolio management to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. DIA employs a long-term focused investment strategy centered on constructing, implementing, and monitoring customized asset allocations. As an independent fiduciary, the firm operates on a fee-only basis without product incentives or wrap-fee participation, managing approximately $102.6 million in client assets under discretionary management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dorian Investment Advisory, LLC

Platform Details

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