Orcus Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,814,636
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,162,927
About
Orcus Investment Advisors provides discretionary portfolio management and limited investment consultations for individuals, high‑net‑worth clients, foundations, charitable organizations, and small businesses. The firm manages separately managed accounts using custodial platforms and will provide trading assistance for held‑away accounts when third‑party trading authority is granted.
The firm uses a Core‑Satellite framework with a defensive, lower‑beta “Core” sleeve held passively and a tactically reallocated “Satellite” sleeve driven by proprietary signals (momentum, valuation, volatility, yield‑curve steepness). Portfolios may be enhanced with an “Active” sleeve that can include options strategies and managed‑futures ETFs, and the firm generally favors ETFs while avoiding mutual funds and leveraged/inverse ETFs.
Compared with many independent peers, Orcus serves charitable and institutional clients in addition to individual investors and discloses the principal’s volunteer experience on an institutional investment committee, reflecting institutional governance exposure uncommon for firms of its scale. The firm manages a relatively small pool of client assets and emphasizes model construction, semi‑annual rebalancing of the Core, and periodic tactical triggers for Satellite reallocations rather than frequent turnover.
Client services
Portfolio management
Investment consultation services
Expertise
Active portfolio management
Options & derivatives strategies
Factor investing / smart beta
Tax-loss harvesting
Fee options
$0 - $249,999: Classic Series: 0.70% annually; Enhanced Series: 1.15% annually $250,000 - $499,999: Classic Series: 0.60% annually; Enhanced Series: 1.05% annually $500,000 - $749,999: Classic Series: 0.50% annually; Enhanced Series: 0.95% annually $750,000 - $999,999: Classic Series: 0.40% annually; Enhanced Series: 0.85% annually $1,000,000 - $1,499,999: Classic Series: 0.35% annually; Enhanced Series: 0.80% annually $1,500,000 - $1,999,999: Classic Series: 0.30% annually; Enhanced Series: 0.75% annually $2,000,000 - $2,999,999: Classic Series: 0.25% annually; Enhanced Series: 0.70% annually $3,000,000 - $4,999,999: Classic Series: 0.20% annually; Enhanced Series: 0.65% annually $5,000,000+: Classic Series: 0.15% annually; Enhanced Series: 0.60% annually
$300 per hour, billed in 15-minute increments
Fee-only: Portfolio management fee based on asset tiers as listed; hourly consulting fee $300 per hour, billed in 15-minute increments
Main office location
Orcus Investment Advisors, LLC
Kewadin MI, United States
Number of offices
2
Most active in
Orcus Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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