Orser Capital Management LLC
Orser Capital Management LLC is an SEC-registered wealth manager in Southlake, TX with $289.8M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Orser Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144847, SEC 801-80081, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $289.8M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Southlake, TX
- Employees
- 2
- Clients
- 141
- CRD
- 144847
- Ownership
- ORSER, JAMES, BRYCE; ELIZABETH, ORSER, KATHLEEN
How much AUM does Orser Capital Management LLC have?
Orser Capital Management LLC reported $289.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Orser Capital Management LLC?
Disclosed owners and executives of Orser Capital Management LLC include ORSER, JAMES, BRYCE, ELIZABETH, ORSER, KATHLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.