Overview
Assets Under Management: $289 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Frequently Asked Questions
ORSER CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144847), ORSER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ORSER CAPITAL MANAGEMENT LLC is headquartered in SOUTHLAKE, TX.
ORSER CAPITAL MANAGEMENT LLC serves 58 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, ORSER CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
ORSER CAPITAL MANAGEMENT LLC manages $289 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, ORSER CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 333
Discretionary Accounts: 333
Regulatory Filings
CRD Number: 144847
Last Filing Date: 2025-02-04 00:00:00
Website: https://yahoo.com