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DORIAN EASON ASSET MANAGEMENT, LLC

B54
CRD 113724·SEC 801-60402·MEMPHIS, TN
AUM
$27.1M
$25M-$100M
Est. Revenue
$271K
@ 1% on AUM
Est. EBITDA
$81K
@ 30% margin
Est. Deal Value
$651K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DORIAN EASON ASSET MANAGEMENT, LLC
CRD
113724
SEC file #
801-60402
EIN
—
DBA names
—

Economics

AUM
$27.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$331.1M → $27.1M▼ -92%
Client mix
Individuals High Net Worth26
Individuals Other14

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EASON, ROBERT, GREEN LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EASON, ROBERT, GREEN LEE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Bny Mellon2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2814851
Trust Company Affiliate
No

People (1)

1
EASON, ROBERT, GREEN LEE
IAR · Direct Owner · 87.5%
2814851