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ORSER CAPITAL MANAGEMENT LLC
CRD 144847File 801-80081
APPROVED
Retail clients
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$289.8M
Below cohort median (national)
Discretionary AUM
$289.8M
Clients
141
345 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 29, 2014
- Principal office
- 566 NORTH KIMBALL AVENUE, SUITE 100, SOUTHLAKE, TX, 76092
- Phone
- 817- 697-2385
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.8M
- Discretionary AUM
- $289.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 345
- Non-discretionary accounts
- 0
- Total accounts
- 345
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 64 | $260.5M |
| Pension and profit sharing plans | Fewer than 5 | $19K |
| Individuals (other than high net worth individuals) | 77 | $25.9M |
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
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|
| 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.