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Orion Investment Co

● SEC registered since 1988CRD 110867SEC# 801-32212St. Louis, MO
Export (members)
Reg. AUM
$515.4M
Employees
6
Accounts
674
Location
St. Louis, MO

Orion Investment Co assets under management

Orion Investment Co is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 1988. It reports $515.4 million in regulatory assets under management and employs 6 people.

Orion Investment Co owners & executives

2 reported
NameTitleOwnershipSince
Fred Niesen Sauer ControlPresident/Treasurer/DirectorOver 75%1984
Frederic George Sauer ControlVice President/Secretary/Chief Compliance Officer/Director10-25%2004

Frequently asked questions

How much does Orion Investment Co manage?

Orion Investment Co reports $515.4 million in regulatory assets under management on its Form ADV.

How many employees does Orion Investment Co have?

Orion Investment Co reports 6 employees.

Where is Orion Investment Co located?

Orion Investment Co is based in St. Louis, MO and has been SEC-registered since 1988.

Does Orion Investment Co disclose fund performance?

Orion Investment Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7800 Forsyth Blvd., Suite 820, St. Louis, MO 63105
Phone314-725-3800
Fax314-725-3802
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$515.4M▲ 16%
Jun '25 — $443.5MJul '25 — $443.5MAug '25 — $443.5MSep '25 — $443.5MOct '25 — $443.5MNov '25 — $443.5MDec '25 — $443.5MJan '26 — $443.5MFeb '26 — $443.5MMar '26 — $443.5MApr '26 — $443.5MMay '26 — $443.5MJun '26 — $515.4M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$515.4Mregulatory AUM
Discretionary $491.9MNon-discretionary $23.5M