# ORDERLY FINANCE

ORDERLY FINANCE of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 306511
- Type: SEC-registered investment adviser
- SEC file number: 801-117809
- Location: 1501 N BROADWAY, WALNUT CREEK, CA, 94596
- Phone: 415-432-9876
- Latest filing: 2026-03-16
- Regulatory AUM: $93.2M
- Discretionary AUM: $90.5M
- Non-discretionary AUM: $2.7M
- Clients: 1
- Accounts: 140

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GROSS ARTHUR MICHAEL | CHIEF COMPLIANCE OFFICER; OWNER | — |
| VAN HORN JEFFREY BRIAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306511/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306511/similar
- Related entities: https://search.stillhousedata.com/firm/306511/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306511

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.