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ORION INVESTMENT CO
CRD 110867File 801-32212
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$515.4M
Above cohort median (national)
Discretionary AUM
$491.9M
Non-discretionary $23.5M
Clients
673
674 accounts
Employees
6
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 18, 1988
- Principal office
- 7800 FORSYTH BLVD., SUITE 820, ST LOUIS, MO, 63105
- Phone
- 314-725-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $515.4M
- Discretionary AUM
- $491.9M
- Non-discretionary AUM
- $23.5M
- Discretionary accounts
- 653
- Non-discretionary accounts
- 21
- Total accounts
- 674
- AUM per client
- $766K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 390 | $476.9M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $7.3M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 277 | $28.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 633 | 673 | increased by40 |
| Jul 1, 2026 | AUM | $443,521,899 | $515,417,794 | increased by$71,895,895 |
| Jul 1, 2026 | Accounts | 634 | 674 | increased by40 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 603 | 633 | increased by30 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $464,456,301 | $443,521,899 | decreased by$20,934,402 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 604 | 634 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 534 | 603 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $422,204,907 | $464,456,301 | increased by$42,251,394 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 539 | 604 | increased by65 |
| Jul 1, 2022 | Clients | 507 | 534 | increased by27 |
| Jul 1, 2022 | AUM | $382,348,137 | $422,204,907 | increased by$39,856,770 |
| Jul 1, 2022 | Accounts | 511 | 539 | increased by28 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Jul 1, 2021 | Clients | 466 | 507 | increased by41 |
| Jul 1, 2021 | AUM | $336,292,791 | $382,348,137 | increased by$46,055,346 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORION INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORION INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.