Orser Capital Management LLC

Overview

Orser Capital Management LLC is an independent, individual-owned registered investment adviser established in 2014 that provides fee-based portfolio management to individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and describes its primary client base as individual and family investors. Its practice focuses on discretionary portfolio management rather than running pooled funds or acting as a capital allocator. The adviser does not identify as an active ESG investor and operates as a single-state firm per its filings. Business activity listed on the firm’s regulatory filings centers on direct portfolio management for private clients. Custody of client assets is concentrated at a single custodian (see Assets & Accounts), and the firm’s reported investment preference leans toward liquid, exchange-traded securities.

Assets & Accounts

Public Holdings

Investments & Alternatives