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DORMAN FINANCIAL MANAGEMENT, P.A.
CRD 136881File 801-66938
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$160.6M
Bottom 25% of cohort (national)
Discretionary AUM
$158.4M
Non-discretionary $2.2M
Clients
262
758 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 6, 2006
- Principal office
- 557 N. WYMORE ROAD, SUITE 201, MAITLAND, FL, 32751
- Phone
- 407-774-6815
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.6M
- Discretionary AUM
- $158.4M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 756
- Non-discretionary accounts
- 2
- Total accounts
- 758
- AUM per client
- $613K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $100.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.8M |
| Individuals (other than high net worth individuals) | 204 | $55.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.