Dorman Financial Management, P.A.
● SEC registered since 2006CRD 136881SEC# 801-66938Maitland, FL
Reg. AUM
$160.6M
Employees
2
Accounts
758
Location
Maitland, FL
Dorman Financial Management, P.A. assets under management
Dorman Financial Management, P.A. is an investment advisory firm registered with the SEC based in Maitland, FL. The firm has been registered since 2006. It reports $160.6 million in regulatory assets under management and employs 2 people.
Dorman Financial Management, P.A. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Brooks Dorman Control | President/Cco | Over 75% | 2002 |
Frequently asked questions
How much does Dorman Financial Management, P.A. manage?
Dorman Financial Management, P.A. reports $160.6 million in regulatory assets under management on its Form ADV.
How many employees does Dorman Financial Management, P.A. have?
Dorman Financial Management, P.A. reports 2 employees.
Where is Dorman Financial Management, P.A. located?
Dorman Financial Management, P.A. is based in Maitland, FL and has been SEC-registered since 2006.
Does Dorman Financial Management, P.A. disclose fund performance?
Dorman Financial Management, P.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 557 N. Wymore Road, Suite 201, Maitland, FL 32751 |
| Phone | 407-774-6815 |
| Fax | 407-645-1484 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.6M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160.6Mregulatory AUM
Discretionary $158.4MNon-discretionary $2.2M