ORSER INVESTMENT ADVISORS, INC.

ORSER INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 114546). Regulatory assets under management: $40.0M.

Registration

• CRD: 114546
• Type: Registered investment adviser
• Phone: 713-522-7775
• Latest filing: 2026-04-28
• Regulatory AUM: $40.0M
• Discretionary AUM: $39.7M
• Non-discretionary AUM: $295K
• Clients: 1
• Accounts: 164

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114546 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search