Orion Investment Co

RIASEC RegisteredEst. 1988

Total AUM

$515M

Discretionary

$492M

95% of AUM

Avg account

$765K

Accounts

674

Employees

6

Advisory reps

4

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 110867
Registered since: July 18, 1988
Website: www.orioninvestmentco.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: HNWI92.52%
Individuals5.48%
Pension & Profit Sharing Plans1.41%
Corporations / Businesses0.59%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Orion Investment Co is a small, privately owned registered investment adviser organized as a corporation and active since 1988. The firm manages assets for both individuals and families as well as institutional clients, billing on a percentage-of-assets-under-management basis. Its stated advisory activity centers on portfolio management for individuals and small businesses. Orion is affiliated with a broker-dealer and is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
US Government Bonds31%
Cash & Cash Equivalents4%

Contacts

3 of 4

Frederic Sauer
Investment ProfessionalCRD 4825438
Charles Mcenery
Investment CommitteeCRD 4291567
Fred Sauer
FounderCRD 1337452

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$4.8M in ETFs

Passive

100%

$4.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$3.5M	5,898	73.53%

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Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 7800 Forsyth Blvd
Time zone: CT (UTC-6)
Office locations

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