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O'ROURKE & COMPANY, INCORPORATED
CRD 132481File 801-64660
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$555.1M
Above cohort median (national)
Discretionary AUM
$550.0M
Non-discretionary $5.0M
Clients
580
738 accounts
Employees
4
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 26, 2005
- Principal office
- 84 STATE STREET, SUITE 840, BOSTON, MA, 02109
- Phone
- 617-482-4200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $555.1M
- Discretionary AUM
- $550.0M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 724
- Non-discretionary accounts
- 14
- Total accounts
- 738
- AUM per client
- $957K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 494 | $456.0M |
| Pension and profit sharing plans | Fewer than 5 | $15.7M |
| Individuals (other than high net worth individuals) | 86 | $83.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.