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Orser Kathleen Elizabeth

ORSER CAPITAL MANAGEMENT LLC·SOUTHLAKE, Texas
Series 65Clean record18 years registeredORSER 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

ORSER CAPITAL MANAGEMENT LLC
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 21, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ORSER CAPITAL MANAGEMENT LLC
CRD 144847 · SEC 801-80081
AUM
$235M
Regulatory assets under management
Employees
2
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 →
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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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James Bryce Orser
SOUTHLAKE, TX

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