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Orser Kathleen Elizabeth

ORSER CAPITAL MANAGEMENT LLC·SOUTHLAKE, Texas
Clean recordORSER CAPITAL MANAGEMENT LLC
566 NORTH KIMBALL AVENUE, SOUTHLAKE, TX 76092CRD# 5398952Firm CRD# 144847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Orser Kathleen Elizabeth · SOUTHLAKE, TX
Registration
CRD #5398952 · ORSER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Orser Kathleen Elizabeth is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with ORSER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ORSER CAPITAL MANAGEMENT LLC
ORSER CAPITAL MANAGEMENT LLC
AUM
$235M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ORSER CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5398952
Firm CRD# 144847
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Orser Kathleen Elizabeth offer?
Orser Kathleen Elizabeth specializes in Investment Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Orser Kathleen Elizabeth's credentials?
Orser Kathleen Elizabeth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Orser Kathleen Elizabeth located?
Orser Kathleen Elizabeth 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 Orser Kathleen Elizabeth charge for services?
Orser Kathleen Elizabeth'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.
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Other Advisors at ORSER CAPITAL MANAGEMENT LLC

James Bryce Orser
SOUTHLAKE, TX

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Research
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