National Retirement Planning Experts

National Coverage
Local Professionals

ORSER CAPITAL MANAGEMENT LLC

566 North Kimball Avenue
Suite 100
Southlake, Texas 76092
Tel: 817- 697-2385

Need a Financial Advisor?
Compare Vetted Advisors

About ORSER CAPITAL MANAGEMENT LLC

ORSER CAPITAL MANAGEMENT LLC, formally registered with the SEC as ORSER CAPITAL MANAGEMENT LLC. The firm was established in 07/29/2014. They have over 1 offices throughout the country.

ORSER CAPITAL MANAGEMENT LLC is a Southlake, Texas based Financial Planning firm with nearly $288,538,612 assets under management, offering retirement planning & investment advisory services to 333 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144847
SEC#801-80081
Assets Managed by Firm$288,538,612
No. of Clients333
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total333$288,538,612
Individuals (other than high net worth individuals)80$32,964,951
High net worth individuals58$250,927,757
Pension and profit sharing plansFewer than 5 clients$2,668,716
Charitable organizationsFewer than 5 clients$1,977,169
Corporations or other businessesFewer than 5 clients$19

More Retirement Planning firms in Southlake, Texas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
$749,622,475,39611531166
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
$298,729,428,9003601164065
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy
San Antonio, TX, 78256
$151,257,095,9242923481
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
$141,927,200,0001581036
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
$118,041,119,970827319

Explore More Retirement Advisors in Southlake, Texas