Origin Investment Advisory LLC
Origin Investment Advisory LLC is an SEC-registered mass-market adviser with $34.7M assets under management (AUM, regulatory AUM), +999% over one year. See who owns Origin Investment Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305353, SEC 801-120236, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $34.7M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Employees
- 41
- Clients
- 7,591
- CRD
- 305353
- Ownership
- COOMBS, JEFF, MICHAEL; FELICIS VENTURES VI, L.P.; FF PATHFINDER VI, LLC; PARIKH, SHIVANI; FINGER, WALLIS, KUNDAR
How much AUM does Origin Investment Advisory LLC have?
Origin Investment Advisory LLC reported $34.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Origin Investment Advisory LLC?
Disclosed owners and executives of Origin Investment Advisory LLC include COOMBS, JEFF, MICHAEL, FELICIS VENTURES VI, L.P., FF PATHFINDER VI, LLC, PARIKH, SHIVANI, FINGER, WALLIS, KUNDAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.