ORION INVESTMENT CO
CRD #110867 SEC #801-32212 ST LOUIS, MO 314-725-3800
SEC Registered
Total AUM
$443.5M
Discretionary
$426.1M
Employees
6
Clients
--
Accounts
634
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $443.5M | $426.1M | $17.4M | 6 | 0 |
| Jun 2024 | $464.5M | $446.9M | $17.6M | 6 | 0 |
| Jun 2023 | $399.7M | $383.3M | $16.3M | 6 | 0 |
| Mar 2023 | $422.2M | $405.7M | $16.5M | 6 | 0 |
| Jun 2022 | $422.2M | $405.7M | $16.5M | 6 | 0 |
| Feb 2022 | $382.3M | $366.8M | $15.5M | 6 | 0 |
| Feb 2022 | $382.3M | $366.8M | $15.5M | 6 | 0 |
| Jun 2021 | $382.3M | $366.8M | $15.5M | 5 | 0 |
| Jun 2020 | $336.3M | $322.1M | $14.2M | 5 | 0 |
| Jun 2019 | $330.7M | $318.2M | $12.5M | 5 | 0 |
| Dec 2018 | $316.5M | $306M | $10.5M | 5 | 0 |
| Jun 2018 | $316.5M | $306M | $10.5M | 5 | 0 |
| Jun 2017 | $303.7M | $291.8M | $11.8M | 5 | 400 |
| Apr 2017 | $303.7M | $291.8M | $11.8M | 5 | 400 |
| Mar 2017 | $286.6M | $274.9M | $11.7M | 6 | 400 |
| May 2016 | $286.6M | $274.9M | $11.7M | 6 | 400 |
| Oct 2015 | $294.6M | $281.3M | $13.3M | 6 | 400 |
| May 2015 | $294.6M | $281.3M | $13.3M | 4 | 400 |
| Mar 2015 | $270M | $258.2M | $11.8M | 4 | 400 |
| May 2014 | $270M | $258.2M | $11.8M | 4 | 400 |
| May 2013 | $229.8M | $220.3M | $9.5M | 4 | 400 |
| Feb 2013 | $205.4M | $205.4M | $0 | 4 | 300 |
| May 2012 | $185.6M | $185.6M | $21.3K | 1 | 300 |
| May 2011 | $169M | $168M | $989K | 5 | -- |
| Jan 2011 | $166.7M | $165.9M | $854.5K | 5 | -- |
| Jan 2011 | $166.7M | $165.9M | $854.5K | 5 | -- |
| May 2010 | $166.7M | $165.9M | $854.5K | 5 | -- |
| Mar 2008 | $182.1M | $178.4M | $3.8M | 5 | -- |
| May 2007 | $182.1M | $178.4M | $3.8M | 5 | -- |
| Sep 2005 | $160.1M | $160.1M | $0 | 5 | -- |
| May 2005 | $160.1M | $160.1M | $0 | 5 | -- |
| Jan 2005 | $141.6M | $141.6M | $0 | 5 | -- |
| May 2004 | $141.6M | $141.6M | $0 | 5 | -- |
| Jun 2001 | $145M | $145M | $0 | 5 | -- |
DateJun 2025
Total AUM$443.5M
Discretionary$426.1M
Non-Disc.$17.4M
Employees6
Clients0
DateJun 2024
Total AUM$464.5M
Discretionary$446.9M
Non-Disc.$17.6M
Employees6
Clients0
DateJun 2023
Total AUM$399.7M
Discretionary$383.3M
Non-Disc.$16.3M
Employees6
Clients0
DateMar 2023
Total AUM$422.2M
Discretionary$405.7M
Non-Disc.$16.5M
Employees6
Clients0
DateJun 2022
Total AUM$422.2M
Discretionary$405.7M
Non-Disc.$16.5M
Employees6
Clients0
DateFeb 2022
Total AUM$382.3M
Discretionary$366.8M
Non-Disc.$15.5M
Employees6
Clients0
DateFeb 2022
Total AUM$382.3M
Discretionary$366.8M
Non-Disc.$15.5M
Employees6
Clients0
DateJun 2021
Total AUM$382.3M
Discretionary$366.8M
Non-Disc.$15.5M
Employees5
Clients0
DateJun 2020
Total AUM$336.3M
Discretionary$322.1M
Non-Disc.$14.2M
Employees5
Clients0
DateJun 2019
Total AUM$330.7M
Discretionary$318.2M
Non-Disc.$12.5M
Employees5
Clients0
DateDec 2018
Total AUM$316.5M
Discretionary$306M
Non-Disc.$10.5M
Employees5
Clients0
DateJun 2018
Total AUM$316.5M
Discretionary$306M
Non-Disc.$10.5M
Employees5
Clients0
DateJun 2017
Total AUM$303.7M
Discretionary$291.8M
Non-Disc.$11.8M
Employees5
Clients400
DateApr 2017
Total AUM$303.7M
Discretionary$291.8M
Non-Disc.$11.8M
Employees5
Clients400
DateMar 2017
Total AUM$286.6M
Discretionary$274.9M
Non-Disc.$11.7M
Employees6
Clients400
DateMay 2016
Total AUM$286.6M
Discretionary$274.9M
Non-Disc.$11.7M
Employees6
Clients400
DateOct 2015
Total AUM$294.6M
Discretionary$281.3M
Non-Disc.$13.3M
Employees6
Clients400
DateMay 2015
Total AUM$294.6M
Discretionary$281.3M
Non-Disc.$13.3M
Employees4
Clients400
DateMar 2015
Total AUM$270M
Discretionary$258.2M
Non-Disc.$11.8M
Employees4
Clients400
DateMay 2014
Total AUM$270M
Discretionary$258.2M
Non-Disc.$11.8M
Employees4
Clients400
DateMay 2013
Total AUM$229.8M
Discretionary$220.3M
Non-Disc.$9.5M
Employees4
Clients400
DateFeb 2013
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees4
Clients300
DateMay 2012
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$21.3K
Employees1
Clients300
DateMay 2011
Total AUM$169M
Discretionary$168M
Non-Disc.$989K
Employees5
Clients--
DateJan 2011
Total AUM$166.7M
Discretionary$165.9M
Non-Disc.$854.5K
Employees5
Clients--
DateJan 2011
Total AUM$166.7M
Discretionary$165.9M
Non-Disc.$854.5K
Employees5
Clients--
DateMay 2010
Total AUM$166.7M
Discretionary$165.9M
Non-Disc.$854.5K
Employees5
Clients--
DateMar 2008
Total AUM$182.1M
Discretionary$178.4M
Non-Disc.$3.8M
Employees5
Clients--
DateMay 2007
Total AUM$182.1M
Discretionary$178.4M
Non-Disc.$3.8M
Employees5
Clients--
DateSep 2005
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees5
Clients--