ORSER CAPITAL MANAGEMENT LLC

SOUTHLAKE, Texas·2 registered advisors·CRD# 144847

SEC# 801-800810817- 697-2385

01

Firm Overview

AUM

$235M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at ORSER CAPITAL MANAGEMENT LLC

2 registered advisors

James Bryce Orser

SOUTHLAKE, Texas

Orser Kathleen Elizabeth

SOUTHLAKE, Texas

05

Office Locations

SOUTHLAKE, Texas

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Data sourced from SEC Form ADV filings. ORSER CAPITAL MANAGEMENT LLC (CRD# 144847) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.