D'Orazio & Associates provides financial planning, portfolio management for individuals and small businesses, divorce planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
D'Orazio & Associates reports 291 clients. They include 227 high-net-worth individuals and 64 individual clients. Of its assets, 99.8% ($1.44B across 290 accounts) are managed with discretion; $2.32M across 1 account is not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 2% |
| High-net-worth individuals | 78% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 64 | $25.3M | 1.8% | $395K |
| High-net-worth individuals | 227 | $1.42B | 98.2% | $6.24M |
| Total | 291 | $1.44B | 100% | $4.96M |
- Clients
- 64
- Regulatory AUM
- $25.3M
- AUM share
- 1.8%
- Avg. per client
- $395K
- Clients
- 227
- Regulatory AUM
- $1.42B
- AUM share
- 98.2%
- Avg. per client
- $6.24M
Total
- Clients
- 291
- Regulatory AUM
- $1.44B
- AUM share
- 100%
- Avg. per client
- $4.96M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
D'Orazio & Associates is paid through fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeremy Meek owns 25% to 50% of D'Orazio & Associates. The leadership team of D'Orazio & Associates includes President Jeremy Meek and Chief Compliance Officer David Trenner. It has 11 employees, 7 of them in advisory roles.
Leadership
- Jeremy MeekShareholder; Vice President (02/2023)
- David TrennerShareholder; President and Chief Compliance Officer (02/2023)
- Jennifer VanlandinghamVice President; Trustee of the Jayde Trust (02/2004)
- Jennifer VanlandinghamVice President; Trustee
- Andrew EskelsenShareholder, Treasurer, Secretary
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Benjamin Richard Corson
- Joseph Anthony Dorazio
- Andrew Todd Eskelsen
- Sebastian Andres Florero
- Luke William Griffin
- Jeremy Lynn Meek
- Bailey Marie Schmitz
- David B Trenner
- Jennifer Durrette Vanlandingham
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of D'Orazio & Associates, Inc.
Jeremy Meek
Control person · since January 2018
- Owns 25% to 50% of D'Orazio & Associates, Inc.
David Trenner
Control person · since April 2019
- Owns 25% to 50% of D'Orazio & Associates, Inc.
Andrew Eskelsen
Control person · since February 2023
- Owns 25% to 50% of D'Orazio & Associates, Inc.
The Jayde Trust
Control person · since January 2018
Jennifer Vanlandingham
Trustee · Control person · since January 2018
D'Orazio & Associates’ regulatory assets grew from $1.14B (July 2021) to $1.44B (March 2026); clients rose from 263 to 291 and employees from 5 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.44B | 291 | 11 | 1 |
| March 2025 | $1.32B | 285 | 10 | 1 |
| March 2024 | $1.19B | 262 | 9 | 1 |
| March 2023 | $1.02B | 268 | 9 | 1 |
| March 2022 | $1.2B | 270 | 8 | 1 |
| July 2021 | $1.14B | 263 | 5 | 1 |
Besides its headquarters, D'Orazio & Associates has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 8614 Westwood Center Drive, Suite 310, ViennaHQ
Contact and registration details
- Legal name
- D'Orazio & Associates, Inc.
- Headquarters
- 8614 Westwood Center Drive, Suite 310, Vienna, VA 22182
- Website
- dorazioadvisors.com
- Phone
- 703-269-3100
- @d'orazio&associatesinc.
- SEC file
- 801-63706
- Founded
- 2004
- Structure
- Virginia corporation
- Fiscal year end
- December
D'Orazio & Associates uses Charles Schwab ($954M, 69%) and Fidelity ($434M, 31%) as custodians for its separately managed accounts. D'Orazio & Associates does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $954M69%
- FidelityNational Financial Services LLC · Omaha, NE · $434M31%
At year end, D'Orazio & Associates’ separately managed accounts were mostly in funds (66%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $864M across 322 positions; the largest are Vanguard Index Fds (17.9%), J P Morgan Exchange Traded F (5.3%) and iShares TR (5.2%).
What the accounts hold
- Stocks24%
- Funds66%
- Registered funds65%
- Pooled vehicles1%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $864M
- Reported 13F value
- 322
- Positions
- 56.2%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt17.9%
- J P Morgan Exchange Traded F · Income ETF5.3%
- iShares TR · MSCI Intl Qualty5.2%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.9%
- Booz Allen Hamilton Hldg Cor · CL A4.9%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt4.8%
- Berkshire Hathaway Inc. Del · CL B New4.0%
- iShares TR · Core Div Grwth3.7%
- Vanguard Malvern Fds · Core BD ETF2.8%
- Invesco Qqq TR · Unit Ser 12.7%
Together, the ten largest are 56.2% of reported value.
How many clients does D'Orazio & Associates have?
D'Orazio & Associates has 291 clients and manages $1.44 billion for them, as of March 2026. They include 227 high-net-worth individuals and 64 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does D'Orazio & Associates offer?
D'Orazio & Associates provides financial planning, portfolio management for individuals and small businesses, divorce planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does D'Orazio & Associates use?
D'Orazio & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $954M and National Financial Services LLC (Omaha, NE), with $434M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does D'Orazio & Associates have?
D'Orazio & Associates has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does D'Orazio & Associates invest in?
At the end of its last fiscal year, D'Orazio & Associates’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 4% state and local bonds, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns D'Orazio & Associates?
D'Orazio & Associates’ direct owners are Jeremy Meek, David Trenner, Andrew Eskelsen and the Jayde Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does D'Orazio & Associates get paid?
D'Orazio & Associates is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact D'Orazio & Associates?
D'Orazio & Associates’ main office is at 8614 Westwood Center Drive, Suite 310, Vienna, VA 22182. Its phone number is 703-269-3100. Its website is dorazioadvisors.com.