ORION INVESTMENT ADVISORS, LLC
CRD #148966 SEC #801-70074 MCLEAN, VA 703-720-5990
SEC Registered
Total AUM
$927.9M
Discretionary
$289.1M
Employees
11
Clients
0
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $571M | $293.3M | $277.8M | 11 | 400 |
| Jul 2017 | $927.9M | $289.1M | $638.8M | 11 | 400 |
| Mar 2017 | $1B | $306.2M | $704.8M | 11 | 400 |
| Mar 2016 | $804M | $173.1M | $630.8M | 10 | 26 |
| Mar 2015 | $775.8M | $191.6M | $584.2M | 8 | 26 |
| Sep 2014 | $853.1M | $135.1M | $717.9M | 8 | 11 |
| Mar 2014 | $659.1M | $61.1M | $598M | 8 | 11 |
| Mar 2013 | $357M | $54.9M | $302M | 8 | 11 |
| Mar 2012 | $164.7M | $38.3M | $126.4M | 6 | 11 |
| Jul 2011 | $65.6M | $31.5M | $34.2M | 10 | -- |
| Apr 2010 | $20.5M | $7.8M | $12.7M | 10 | -- |
| Jun 2009 | $0 | $0 | $0 | 10 | -- |
| Mar 2009 | $0 | $0 | $0 | 10 | -- |
DateAug 2017
Total AUM$571M
Discretionary$293.3M
Non-Disc.$277.8M
Employees11
Clients400
DateJul 2017
Total AUM$927.9M
Discretionary$289.1M
Non-Disc.$638.8M
Employees11
Clients400
DateMar 2017
Total AUM$1B
Discretionary$306.2M
Non-Disc.$704.8M
Employees11
Clients400
DateMar 2016
Total AUM$804M
Discretionary$173.1M
Non-Disc.$630.8M
Employees10
Clients26
DateMar 2015
Total AUM$775.8M
Discretionary$191.6M
Non-Disc.$584.2M
Employees8
Clients26
DateSep 2014
Total AUM$853.1M
Discretionary$135.1M
Non-Disc.$717.9M
Employees8
Clients11
DateMar 2014
Total AUM$659.1M
Discretionary$61.1M
Non-Disc.$598M
Employees8
Clients11
DateMar 2013
Total AUM$357M
Discretionary$54.9M
Non-Disc.$302M
Employees8
Clients11
DateMar 2012
Total AUM$164.7M
Discretionary$38.3M
Non-Disc.$126.4M
Employees6
Clients11
DateJul 2011
Total AUM$65.6M
Discretionary$31.5M
Non-Disc.$34.2M
Employees10
Clients--
DateApr 2010
Total AUM$20.5M
Discretionary$7.8M
Non-Disc.$12.7M
Employees10
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--