← Directory
ORIGIN INVESTMENT ADVISORY LLC
CRD 305353File 801-120236
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.