Advisor at Oria Capital, LLC
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Firm
Oria Capital, LLC
Location
Middleburg, VA 20117
Credentials
Series 63, Series 65
Industry experience
22 years
William Frayser III is a financial advisor at Oria Capital, LLC in Middleburg, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been associated with Oria Capital since 2007. Oria Capital is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management focused on value-oriented investing, including domestic and foreign securities, American Depositary Receipts, and international diversification. The firm employs an active trading strategy with short selling and leverage, operating under a performance-based fee model.
2.00% annually (billed quarterly at 0.50%)
20% of the net increase in Net Asset Value, charged monthly, subject to high water mark and loss carry forward provisions.
Account minimum: $500,000
111 East Washington Street, Suite 102
Middleburg, VA 20117
Florida
Oria Capital, LLC (prior to 12/2020 River City Advisors, LLC
2003 - Present (23 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
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