O
Orr, Brad L.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,459,261
Total clients
81
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$264,929
About
The firm provides personalized investment management and financial planning to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2017 the brochure reported the firm managing approximately $14.2 million in discretionary assets and offering services such as cash flow, retirement, tax and estate planning, education funding and investment implementation.
The investment approach centers on strategic asset allocation using a core‑and‑satellite structure and employs methods that include charting, fundamental, technical and cyclical analysis across a broad investable universe (equities, fixed income, mutual funds, ETFs, alternatives, options and futures). The firm generally manages accounts on a discretionary basis under a limited trading authorization, operates on a fee‑only basis, and also makes hourly planning engagements available.
One feature that distinguishes the practice from many peers is its explicit service to institutional‑type clients (for example, pension and profit‑sharing plans and charitable organizations), which is relatively uncommon among independent advisors. The firm discloses it does not accept commissions or act as custodian for client assets, conducts quarterly account reviews, and maintains documented compliance and personal trading oversight informed by the principal’s prior experience as a trader and registered industry representative.
Client services
Portfolio management
Fee options
$0 - $500,000: 0.88% $500,001 - $1,000,000: 0.88% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.72% $5,000,001+: Negotiable
$165.00 per hour for limited scope advisory services.
Fee-only: Fee-only investment management; no commissions or finder’s fees accepted.
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.
Main office location
Orr, Brad L.
5830 E. 2 Nd Street
Casper WY 82609, United States
Number of offices
1
Forms ADV
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