# DORMAN FINANCIAL MANAGEMENT, P.A.

DORMAN FINANCIAL MANAGEMENT, P.A. of MAITLAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 136881
- Type: SEC-registered investment adviser
- SEC file number: 801-66938
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Brooks Dorman | PRESIDENT/CCO | — |
| DORMAN JAMES BROOKS | PRESIDENT; PRESIDENT/CCO | — |
| MICHAELSON LISA MARIE | CHIEF COMPLIANCE OFFICER | — |
| CANFIELD LORI ANNE | CHIEF COMPLIANCE OFFICER | — |
| YOCHUM PAMELA LYNN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136881/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136881/similar
- Related entities: https://search.stillhousedata.com/firm/136881/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136881

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.