DORMAN FINANCIAL MANAGEMENT, P.A.

DORMAN FINANCIAL MANAGEMENT, P.A. of MAITLAND, FL is an SEC-registered investment adviser (CRD 136881). Regulatory assets under management: $160.6M.

Registration

• CRD: 136881
• SEC file number: 801-66938
• Type: Registered investment adviser
• Location: 557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, 32751
• Phone: 407-774-6815
• Latest filing: 2026-02-25
• Regulatory AUM: $160.6M
• Discretionary AUM: $158.4M
• Non-discretionary AUM: $2.2M
• Clients: 2
• Accounts: 758

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136881 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search