Unclaimed Profile

James Bryce Orser

ORSER CAPITAL MANAGEMENT LLC·SOUTHLAKE, Texas

Series 6, Series 7, Series 8, Series 63, Series 65Clean record26 years registeredORSER CAPITAL MANAGEMENT LLC

566 NORTH KIMBALL AVENUE, SOUTHLAKE, TX 76092CRD# 1873055Firm CRD# 144847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Bryce Orser · SOUTHLAKE, TX

Registration

CRD #1873055 · ORSER CAPITAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

ORSER CAPITAL MANAGEMENT LLC

Oct 2013 – present

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Jan 2000 – Nov 2013

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · January 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORSER CAPITAL MANAGEMENT LLC

CRD 144847 · SEC 801-80081

AUM

$235M

Regulatory assets under management

Employees

321 client accounts

Services offered by ORSER CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORSER CAPITAL MANAGEMENT LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTHLAKE?

Browse all registered financial advisors in SOUTHLAKE, Texas or claim this profile if it's yours.

Browse SOUTHLAKE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Bryce Orser offer?

James Bryce Orser specializes in Investment Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.

What are James Bryce Orser's credentials?

James Bryce Orser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Bryce Orser located?

James Bryce Orser is based in SOUTHLAKE, Texas, working with ORSER CAPITAL MANAGEMENT LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does James Bryce Orser charge for services?

James Bryce Orser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORSER CAPITAL MANAGEMENT LLC?

ORSER CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →