Lynn H. Orr Capital Management Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112147
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.35%
- Individuals21.65%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lynn H. Orr Capital Management Group, Inc. is a small, privately owned advisory firm that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves an individual and family client base rather than institutional or pension clients. Its stated practice emphasizes direct portfolio management rather than operating as a capital allocator or multi-manager platform. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents7%
- Non-Investment Grade Corp Bonds6%
Owners & executives
1 of 1Elaine Orr
Chief Compliance Officer, TreasurerCRD 4401425
Contacts
1 of 1
Lynn Orr
PresidentCRD 1244047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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