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Paul Dorian

Advisor at Dorian Investment Advisory LLC

Updated today

Firm

Dorian Investment Advisory LLC

Location

Memphis, TN 38120

Credentials

CFA®

Industry experience

22 years

About

Paul Dorian is the founder and sole advisor of Dorian Investment Advisory LLC, based in Memphis, TN. He holds the CFA® designation and has 22 years of industry experience, including 24 years at Dorian Eason Asset Management LLC prior to establishing his current firm in 2025. Dorian Investment Advisory serves individuals, retirement accounts, businesses, employer-sponsored retirement plans, endowments, churches, and charitable organizations. The firm offers discretionary, individualized portfolio management primarily using ETFs and mutual funds, allowing for occasional individual securities and client-specific constraints such as ESG screens, with client performance reported on a time-weighted basis using CFA Institute methodology.

Client services

Based on Dorian Investment Advisory LLC

Portfolio management

Expertise

Based on Dorian Investment Advisory LLC

Wealth management

Fee options

Percentage

$100,000 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.75% annually

Other

Account minimum: $100,000 Fee-only: Annual investment advisory fees based on tiered schedule; fees paid quarterly in arrears based on average daily balance

Location

1661 International Dr Ste 400

Memphis, TN 38120

Most active in

Tennessee

Work history

Dorian Investment Advisory, LLC

2025 - Present (1 year)

Dorian Eason Asset Management LLC

2001 - 2025 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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