ORCUS INVESTMENT ADVISORS, LLC

Overview

Orcus Investment Advisors, LLC is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm leans heavily on pooled public funds—primarily mutual funds—to construct diversified exposures rather than concentrating in direct stock selection. Its advisory work covers both discretionary and non-discretionary portfolio management, with a fee model that combines a percentage of assets under management and hourly advice fees. Orcus does not identify as an active ESG investor. Given its client base and scale, the firm appears to operate as a boutique allocator that blends core mutual-fund sleeves with selective allocations to third‑party alternative strategies. That approach lets Orcus deliver traditional equity and fixed-income exposures via mutual funds while supplementing those exposures with specialist external managers where the household or business mandate requires access to hedge funds, real assets or other alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices