ORR Financial, LLC

Overview

ORR Financial, LLC operates as a small, independent registered investment adviser serving individual and family clients. The firm emphasizes equity-driven portfolios and financial planning, offering portfolio management for individuals and small businesses alongside selection-of-adviser services. Fee arrangements include a percentage of assets under management and hourly charges, indicating clients can engage for ongoing discretionary management or episodic planning work. The firm positions itself as a capital allocator at a boutique scale: allocations are tilted toward exchange-traded equities and mutual funds, with an explicit willingness to use third-party managers for alternative strategies. ORR Financial does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices