Orange County Asset Management

Overview

Orange County Asset Management is a small, owner-operated advisory practice that focuses on discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates its portfolios around publicly traded equities as the primary allocation. With a compact client base and modest asset scale, the firm appears to run a hands-on, liquid-focused strategy while supplementing equity exposure with targeted alternative positions and insurance products where appropriate. Investment activity centers on exchange-traded securities as the core sleeve, with alternatives such as real estate, commodities and oil & gas used to expand diversification and return sources. The adviser is not positioned as an ESG specialist and does not report broad multi-state advisory operations; it operates as a single-owner entity serving individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices