Graham
Dorland

Dimensional Fund Advisors Lp

CRD#6210113
Investment Advisor
in Austin, TX

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About this Advisor

Graham Dorland is a chartered financial analyst based out of Austin, Texas, who has been in the industry for 11 years. Dorland works at Dimensional Fund Advisors Lp. Throughout their career, Dorland has worked at Russell Investments, Threshold Group, Inde Motorsports Ranch, Eastern Washington University, Silver Creek Capital Management and Dimensional Fund Advisors. Dorland maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a firm that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 1,001 employees. It controls $569 billion in total assets among its 468 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 468 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees depend on the financial services. However, fees billed by Dimensional Fund Advisors Lp likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

TX Average: $3,042,739,679
Total Number of Employees

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Graham Dorland Work History

Graham has 12 years of experience.

2018 - Present (2 years)

Dimensional Fund Advisors

2017 - 2018 (1 year)

Russell Investments

2016 - 2017 (1 year)

Silver Creek Capital Management

2013 - 2016 (3 years)

Russell Investments

2013 - 2013 (< 1 year)

Threshold Group

2010 - 2012 (2 years)

Inde Motorsports Ranch

2008 - 2010 (2 years)

Eastern Washington University

Disclosures

Graham Dorland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Marcus Axthelm
Austin, TX
Molly Johnson
Austin, TX
Stephen Rodriguez
Austin, TX
Kevin Tiernan
Austin, TX
Tristan Miller
Austin, TX
Tyler Drust
Austin, TX
Trace Williams
Austin, TX
Aaron Alley
Austin, TX

This content was compiled from the SEC and FINRA.

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