RIA Intelligence

ORSER CAPITAL MANAGEMENT LLC

CRD #144847 SEC #801-80081 SOUTHLAKE, TX 817- 697-2385
SEC Registered
Total AUM
$288.5M
Discretionary
$288.5M
Employees
2
Clients
--
Accounts
333

AUM Over Time

DateFeb 2025
Total AUM$288.5M
Discretionary$288.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$234.7M
Discretionary$234.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$223.5M
Discretionary$223.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$164.7M
Discretionary$164.5M
Non-Disc.$236K
Employees2
Clients0
DateMay 2018
Total AUM$166.1M
Discretionary$163.8M
Non-Disc.$2.3M
Employees2
Clients0
DateMar 2018
Total AUM$166.1M
Discretionary$163.8M
Non-Disc.$2.3M
Employees2
Clients0
DateFeb 2017
Total AUM$136.1M
Discretionary$134.6M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2016
Total AUM$162.1M
Discretionary$142.7M
Non-Disc.$19.4M
Employees2
Clients26
DateFeb 2015
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees2
Clients26
DateOct 2014
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees2
Clients26
DateJul 2014
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees2
Clients26