Orser Capital Management LLC
● SEC registered since 2014CRD 144847SEC# 801-80081Southlake, TX
Reg. AUM
$289.8M
Employees
2
Accounts
345
Location
Southlake, TX
Orser Capital Management LLC assets under management
Orser Capital Management LLC is a registered investment adviser overseen by the SEC based in Southlake, TX. The firm has been registered since 2014. It reports $289.8 million in regulatory assets under management and employs 2 people.
Orser Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Bryce Orser Control | Managing Member | 50-75% | 2013 |
| Orser Kathleen Elizabeth Control | Managing Member, Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Orser Capital Management LLC manage?
Orser Capital Management LLC reports $289.8 million in regulatory assets under management on its Form ADV.
How many employees does Orser Capital Management LLC have?
Orser Capital Management LLC reports 2 employees.
Where is Orser Capital Management LLC located?
Orser Capital Management LLC is based in Southlake, TX and has been SEC-registered since 2014.
Does Orser Capital Management LLC disclose fund performance?
Orser Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 566 North Kimball Avenue, Suite 100, Southlake, TX 76092 |
| Phone | 817- 697-2385 |
| Fax | 817-628-1672 |
| Office hours | Hours By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$289.8Mregulatory AUM
Discretionary $289.8M