Orser Capital Management LLC

Orser Capital Management LLC (CRD# 144847) is a financial advisory firm headquartered in Southlake, TX. They manage $265,546,609 in 313 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
566 North Kimball Avenue, Suite 100, Southlake, TX 76092
http://www.orsercapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $848,392
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Orser Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth Orser, financial advisor Southlake TX
Elizabeth K. Orser
CRD#: 5398952
566 North Kimball Avenue, Suite 100, Southlake, TX 76092

Elizabeth Orser (CRD# 5398952) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.

2
James Orser, financial advisor Southlake TX
James B. Orser
CRD#: 1873055
566 North Kimball Avenue, Suite 100, Southlake, TX 76092

James Orser (CRD# 1873055) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 27 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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