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ORSER CAPITAL MANAGEMENT LLC
CRD 144847 · SEC 801-80081
566 NORTH KIMBALL AVENUE, SUITE 100, SOUTHLAKE, TX, 76092, United States
Phone
817- 697-2385
Fax
817-628-1672
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.8M
Discretionary AUM
$289.8M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $25.9M |
| High net worth individuals | 64 | $260.5M |
States served
MT, TX
All web addresses on file
Official SEC filing: View on IAPD