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ORIGIN INVESTMENT ADVISORY LLC
CRD 305353File 801-120236
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$34.7M
Bottom 25% of cohort (national)
Discretionary AUM
$2.2M
Non-discretionary $32.5M
Clients
7,591
7,590 accounts
Employees
41
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 25, 2021
- Principal office
- Not reported
- Phone
- 6172273825
- Website
- https://useorigin.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $34.7M
- Discretionary AUM
- $2.2M
- Non-discretionary AUM
- $32.5M
- Discretionary accounts
- 3,076
- Non-discretionary accounts
- 4,514
- Total accounts
- 7,590
- AUM per client
- $5K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 7,591 | $34.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 162 | 41 | decreased by121 |
| Apr 1, 2026 | Clients | 1,776 | 7,591 | increased by5,815 |
| Apr 1, 2026 | AUM | $2,147,404 | $34,660,000 | increased by$32,512,596 |
| Apr 1, 2026 | Accounts | 1,776 | 7,590 | increased by5,814 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 135 | 162 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 1,776 | increased by1,750 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $505,000 | $2,147,404 | increased by$1,642,404 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 1,776 | increased by1,750 |
| Apr 1, 2022 | Employees | 37 | 135 | increased by98 |
| Apr 1, 2022 | Clients | 749 | 26 | decreased by723 |
| Apr 1, 2022 | AUM | $0 | $505,000 | increased by$505,000 |
| Apr 1, 2022 | Accounts | 0 | 26 | increased by26 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORIGIN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORIGIN 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.