DORMAN FINANCIAL MANAGEMENT, P.A.
CRD #136881 SEC #801-66938 MAITLAND, FL 407-774-6815
SEC Registered
Total AUM
$147.8M
Discretionary
$146.1M
Employees
5
Clients
251
Accounts
752
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $147.8M | $146.1M | $1.7M | 5 | 0 |
| Apr 2024 | $145.1M | $143.7M | $1.4M | 6 | 0 |
| Mar 2024 | $145.1M | $143.7M | $1.4M | 6 | 0 |
| Oct 2023 | $143.2M | $142.2M | $997.5K | 5 | 0 |
| Mar 2023 | $143.2M | $142.2M | $997.5K | 5 | 0 |
| Feb 2023 | $143.2M | $142.2M | $997.5K | 5 | 0 |
| Mar 2022 | $161.2M | $159.6M | $1.7M | 6 | 0 |
| Oct 2021 | $153.5M | $152.1M | $1.4M | 6 | 0 |
| Aug 2021 | $153.5M | $152.1M | $1.4M | 6 | 0 |
| Mar 2021 | $153.5M | $152.1M | $1.4M | 6 | 0 |
| Aug 2020 | $149M | $148.1M | $898.6K | 6 | 0 |
| Aug 2020 | $149M | $148.1M | $898.6K | 6 | 0 |
| Jun 2020 | $149M | $148.1M | $898.6K | 6 | 0 |
| May 2020 | $149M | $148.1M | $898.6K | 6 | 0 |
| Mar 2020 | $149M | $148.1M | $898.6K | 6 | 0 |
| Dec 2019 | $132.9M | $131.3M | $1.5M | 6 | 1 |
| Mar 2019 | $132.9M | $131.3M | $1.5M | 6 | 1 |
| Jan 2019 | $143.1M | $139.8M | $3.2M | 6 | 1 |
| Mar 2018 | $143.1M | $139.8M | $3.2M | 6 | 1 |
| Oct 2017 | $130.4M | $125.7M | $4.6M | 6 | 339 |
| May 2017 | $130.4M | $125.7M | $4.6M | 6 | 339 |
| Mar 2017 | $130.4M | $125.7M | $4.6M | 6 | 339 |
| Aug 2016 | $118.5M | $114.5M | $4M | 6 | 330 |
| Feb 2016 | $118.5M | $114.5M | $4M | 6 | 330 |
| Feb 2016 | $118.5M | $108.8M | $9.7M | 6 | 330 |
| Jul 2015 | $110M | $110M | $0 | 6 | 320 |
| Jan 2015 | $110M | $110M | $0 | 6 | 320 |
| Mar 2014 | $110.7M | $105.3M | $5.4M | 6 | 330 |
| Feb 2014 | $110.7M | $105.3M | $5.4M | 6 | 330 |
| Nov 2013 | $100.6M | $89.6M | $11M | 7 | 328 |
| Jul 2013 | $100.6M | $89.6M | $11M | 7 | 328 |
| Feb 2013 | $100.6M | $89.6M | $11M | 7 | 328 |
| Feb 2013 | $100.6M | $89.6M | $11M | 7 | 330 |
| Sep 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Aug 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jun 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jun 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jun 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jun 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jan 2012 | $91.9M | $81.4M | $10.6M | 1 | 330 |
| Jan 2012 | $88M | $78M | $10M | 1 | 330 |
| Dec 2011 | $86.2M | $78.3M | $7.9M | 1 | 251 |
| May 2011 | $86.2M | $78.3M | $7.9M | 5 | -- |
| Mar 2011 | $86.2M | $78.3M | $7.9M | 5 | -- |
| Mar 2010 | $66.7M | $55.9M | $10.8M | 5 | -- |
| Jul 2009 | $54.2M | $47M | $7.2M | 5 | -- |
| Jan 2008 | $91.4M | $67.3M | $24.1M | 5 | -- |
| Jan 2007 | $82M | $61.3M | $20.7M | 5 | -- |
DateMar 2025
Total AUM$147.8M
Discretionary$146.1M
Non-Disc.$1.7M
Employees5
Clients0
DateApr 2024
Total AUM$145.1M
Discretionary$143.7M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2024
Total AUM$145.1M
Discretionary$143.7M
Non-Disc.$1.4M
Employees6
Clients0
DateOct 2023
Total AUM$143.2M
Discretionary$142.2M
Non-Disc.$997.5K
Employees5
Clients0
DateMar 2023
Total AUM$143.2M
Discretionary$142.2M
Non-Disc.$997.5K
Employees5
Clients0
DateFeb 2023
Total AUM$143.2M
Discretionary$142.2M
Non-Disc.$997.5K
Employees5
Clients0
DateMar 2022
Total AUM$161.2M
Discretionary$159.6M
Non-Disc.$1.7M
Employees6
Clients0
DateOct 2021
Total AUM$153.5M
Discretionary$152.1M
Non-Disc.$1.4M
Employees6
Clients0
DateAug 2021
Total AUM$153.5M
Discretionary$152.1M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2021
Total AUM$153.5M
Discretionary$152.1M
Non-Disc.$1.4M
Employees6
Clients0
DateAug 2020
Total AUM$149M
Discretionary$148.1M
Non-Disc.$898.6K
Employees6
Clients0
DateAug 2020
Total AUM$149M
Discretionary$148.1M
Non-Disc.$898.6K
Employees6
Clients0
DateJun 2020
Total AUM$149M
Discretionary$148.1M
Non-Disc.$898.6K
Employees6
Clients0
DateMay 2020
Total AUM$149M
Discretionary$148.1M
Non-Disc.$898.6K
Employees6
Clients0
DateMar 2020
Total AUM$149M
Discretionary$148.1M
Non-Disc.$898.6K
Employees6
Clients0
DateDec 2019
Total AUM$132.9M
Discretionary$131.3M
Non-Disc.$1.5M
Employees6
Clients1
DateMar 2019
Total AUM$132.9M
Discretionary$131.3M
Non-Disc.$1.5M
Employees6
Clients1
DateJan 2019
Total AUM$143.1M
Discretionary$139.8M
Non-Disc.$3.2M
Employees6
Clients1
DateMar 2018
Total AUM$143.1M
Discretionary$139.8M
Non-Disc.$3.2M
Employees6
Clients1
DateOct 2017
Total AUM$130.4M
Discretionary$125.7M
Non-Disc.$4.6M
Employees6
Clients339
DateMay 2017
Total AUM$130.4M
Discretionary$125.7M
Non-Disc.$4.6M
Employees6
Clients339
DateMar 2017
Total AUM$130.4M
Discretionary$125.7M
Non-Disc.$4.6M
Employees6
Clients339
DateAug 2016
Total AUM$118.5M
Discretionary$114.5M
Non-Disc.$4M
Employees6
Clients330
DateFeb 2016
Total AUM$118.5M
Discretionary$114.5M
Non-Disc.$4M
Employees6
Clients330
DateFeb 2016
Total AUM$118.5M
Discretionary$108.8M
Non-Disc.$9.7M
Employees6
Clients330
DateJul 2015
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees6
Clients320
DateJan 2015
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees6
Clients320
DateMar 2014
Total AUM$110.7M
Discretionary$105.3M
Non-Disc.$5.4M
Employees6
Clients330
DateFeb 2014
Total AUM$110.7M
Discretionary$105.3M
Non-Disc.$5.4M
Employees6
Clients330
DateNov 2013
Total AUM$100.6M
Discretionary$89.6M
Non-Disc.$11M
Employees7
Clients328
DateJul 2013
Total AUM$100.6M
Discretionary$89.6M
Non-Disc.$11M
Employees7
Clients328
DateFeb 2013
Total AUM$100.6M
Discretionary$89.6M
Non-Disc.$11M
Employees7
Clients328
DateFeb 2013
Total AUM$100.6M
Discretionary$89.6M
Non-Disc.$11M
Employees7
Clients330
DateSep 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateAug 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJun 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJun 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJun 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJun 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJan 2012
Total AUM$91.9M
Discretionary$81.4M
Non-Disc.$10.6M
Employees1
Clients330
DateJan 2012
Total AUM$88M
Discretionary$78M
Non-Disc.$10M
Employees1
Clients330
DateDec 2011
Total AUM$86.2M
Discretionary$78.3M
Non-Disc.$7.9M
Employees1
Clients251
DateMay 2011
Total AUM$86.2M
Discretionary$78.3M
Non-Disc.$7.9M
Employees5
Clients--
DateMar 2011
Total AUM$86.2M
Discretionary$78.3M
Non-Disc.$7.9M
Employees5
Clients--
DateMar 2010
Total AUM$66.7M
Discretionary$55.9M
Non-Disc.$10.8M
Employees5
Clients--
DateJul 2009
Total AUM$54.2M
Discretionary$47M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2008
Total AUM$91.4M
Discretionary$67.3M
Non-Disc.$24.1M
Employees5
Clients--
DateJan 2007
Total AUM$82M
Discretionary$61.3M
Non-Disc.$20.7M
Employees5
Clients--