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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FARRUK, AHMED, OSMAN | I | DEPUTY MANAGING DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| FISHER, WILL, STRATTON | I | DIRECTOR | NA | Control |
| OLCOTT CONSULTING GROUP | DE | MANAGING MEMBER | NA | |
| OLCOTT CONSULTING GROUP | DE | MANAGING MEMBER | NA | |
| OLCOTT CONSULTING GROUP | DE | MANAGING MEMBER | NA | |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| OLCOTT, ROBERT, LYMON | I | MANAGING DIRECTOR | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOKAR, LINDA, MAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| OLCOTT CONSULTING GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| BENOIT, MICHAEL, STEVEN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| BENOIT, MICHAEL, STEVEN | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FARRUK, AHMED, OSMAN | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| FISHER, WILL, STRATTON | I | OLCOTT CONSULTING GROUP, INC. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| OLCOTT HOLDINGS INC. | DE | OLCOTT CONSULTING GROUP | E | Control |
| DIMEO SCHNEIDER & ASSOCIATES HOLDINGS, LLC | DE | OLCOTT CONSULTING GROUP, LLC | D | Control |
| DIMEO SCHNEIDER & ASSOCIATES HOLDINGS, LLC | DE | OLCOTT CONSULTING GROUP, LLC | D | Control |
| NFP CORP. | DE | DIMEO SCHNEIDER & ASSOCIATES HOLDINGS, LLC | D | Control |
| NFP CORP. | DE | DIMEO SCHNEIDER & ASSOCIATES HOLDINGS, LLC | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT CONSULTING GROUP, INC. | D | Control |
| OLCOTT, ROBERT, LYMON | I | OLCOTT HOLDINGS, INC. | D | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP ULTIMATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jul 14, 2017 REGISTERED
Notice Filings (5)
DC IL MD TX VA
Address
1430 SPRING HILL ROAD#320
MCLEAN, VA 22102
United States
Phone: 703-720-5990