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
By the Numbers
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Total Assets Under Management235MILLION
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Total Number of Accounts321ACCOUNTS
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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
1
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.
2
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.
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