O
ORF Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,207,586
Clients
15
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
15
LowAverage account size
$1,213,839
About
Orf Capital Management provides financial planning and discretionary portfolio management to individual and family clients, describing its typical clientele as "middle America" with no stated account minimums. The firm recommends a range of instruments including ETFs, no‑load mutual funds, stocks, bonds, cash, CDs, and options, and manages roughly $18.2 million for about 15 clients.
The firm favors a globally diversified, largely passive investment approach that emphasizes low‑cost, low‑turnover index funds and infrequent rebalancing to target allocations, while sometimes using actively managed funds where appropriate. Portfolios are tailored to each client’s financial needs and tolerance for loss, and the adviser generally manages accounts on a discretionary basis and applies the same investment approach to personal and family assets.
Operationally, the firm is fee‑only but does not use percentage‑of‑assets (AUM) fees common among peers; instead it bills on hourly or flat‑rate terms and states it collects fees only from clients after services are provided. The brochure also discloses that the firm accepts no commissions or performance fees, does not participate in wrap programs, relies on custodians for account statements and proxy materials, and cannot accommodate client‑imposed exclusions that would conflict with low‑cost, broadly diversified funds.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Real estate investing
Fee options
Flat fees are negotiable but usually based on an estimate of the time required to serve the client's needs
$200 per hour
Fee-only: Hourly rate of $200; flat fees negotiable, usually based on estimated time required
Main office location
ORF Capital Management
Austin TX, United States
Number of offices
1
Most active in
ORF Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
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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