Origin Investment Advisory LLC
● SEC registered since 2021CRD 305353SEC# 801-120236
Reg. AUM
$34.7M
Employees
41
Accounts
7,590
Location
—
Origin Investment Advisory LLC assets under management
Origin Investment Advisory LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $34.7 million in regulatory assets under management and employs 41 people.
Origin Investment Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blend Financial Control | Shareholder | Over 75% | 2024 |
| Matthew Peter Watson Control | Chief Executive Officer/Cco | Under 5% | 2025 |
Frequently asked questions
How much does Origin Investment Advisory LLC manage?
Origin Investment Advisory LLC reports $34.7 million in regulatory assets under management on its Form ADV.
How many employees does Origin Investment Advisory LLC have?
Origin Investment Advisory LLC reports 41 employees.
Does Origin Investment Advisory LLC disclose fund performance?
Origin Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 6172273825 |
| Office hours | By Appt. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$34.7M▲ 1514%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$34.7Mregulatory AUM
Discretionary $2.2MNon-discretionary $32.5M