Orser Capital Management LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 144847
- Registered since
- July 29, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.89%
- Individuals8.95%
- Charitable Organizations0.77%
- Corporations / Businesses0.38%
- Pension & Profit Sharing Plans0.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Orser Capital Management LLC is an independent, owner-operated registered investment adviser that provides fee-based portfolio management primarily to individuals and families. The firm is SEC-registered (registration year 2014) and discloses a percentage-of-AUM fee model. Its advisory mandate focuses on direct portfolio management for individual clients and small businesses. Orser reports a preference for equities as its primary exposure and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities71%
- US Government Bonds12%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
Contacts
3 of 3Elizabeth Orser
Managing MemberCRD 5398952
James Orser
Portfolio ManagerCRD 1873055
William Orser
Investment Advisor RepresentativeCRD 5841813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$60.6M in ETFs
93%
$56.4M
0%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) | BlackRock | Passive | Foreign Large Blend | $10.6M | 47,903 | 17.57% |
Location
Southlake, TX
Tarrant
Location
Southlake, TX
Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 566 N Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
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