Dorian Eason Asset Management, LLC
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About
Dorian Eason Asset Management serves a mix of individual investors, trusts, endowments and foundations, corporations, and qualified retirement plans, offering equity, fixed‑income, and full asset‑allocation portfolio management. The firm provides discretionary management across separately managed accounts and tailored fixed‑income and cash management solutions for both individual and institutional clients.
The firm’s investment approach emphasizes individualized asset allocation informed by in‑depth security research and a combination of stock selection, mutual fund selection, and portfolio weighting. Equity management targets long‑term capital appreciation through concentrated, research‑driven positions, while fixed‑income work focuses on intermediate‑term, high‑quality bonds (targeting AA quality and moderate duration) and dynamic rebalancing within a four‑step client profiling process.
Distinctive features include a small, principal‑led practice with over four decades of experience that nonetheless provides portfolio management to institutional clients such as pension and profit‑sharing plans, charitable organizations, and corporate cash managers — arrangements that are less common among firms of this size. The firm charges percentage‑of‑AUM advisory fees, integrates mutual funds alongside individual securities, and uses independent custodians (Schwab Institutional and BNY Mellon) without taking custody itself.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $1,000,000: 1.00% of Assets annually $1,000,000 - $10,000,000: 0.90% of Assets annually $10,000,000+: 0.75% of Assets annually $1,000,000 - $25,000,000: 0.50% of Assets annually (Fixed Income Portfolio Management) $25,000,000+: 0.35% of Assets annually (Fixed Income Portfolio Management)
Account minimum: $100,000
Main office
6363 Poplar Avenue, Suite 107
Memphis TN 38119
Advisors at this office
1
Most active in
Tennessee
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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