Orser Capital Management LLC

Orser Capital Management LLC (CRD# 144847) is a financial advisory firm headquartered in Southlake, TX. They manage $234,683,077 in 321 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

235

MILLION
Total Number of Accounts

321

ACCOUNTS
Average Account Value

$731,100

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

Registered Investment Advisor

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.

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 16 years of experience in the finance industry.

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 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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