Orion Portfolio Solutions, LLC

Investment Advisor
in Omaha, NE

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About this Advisor

Kevin Cave is a financial advisor working in Omaha, Nebraska. Cave is currently employed by Orion Portfolio Solutions, LLC. Cave has gained experience at Orion Advisor Techology, Orion Portfolio Solutions, Genesis Health Club, Lifetime Fitness and Capital Express. Cave holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Nebraska. Orion Portfolio Solutions, LLC is a registered investment firm operating out of Omaha, NE. The investment advisory business has a total of 326 advisors. It has $53 billion in assets under management among its 176,366 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 176,366 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. Orion Portfolio Solutions, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice usually are based on the type of services. Fee types billed by Orion Portfolio Solutions, LLC likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

17605 Wright St
Omaha, NE 68130

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management


NE Average: $1,978,216,465
Total Number of Employees


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


NE Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kevin Cave Work History

Kevin has been registered as a financial advisor for 0 years.*

2020 - Present (3 years)

Orion Advisor Techology

2020 - Present (3 years)

Orion Portfolio Solutions

2019 - 2020 (1 year)

Genesis Health Club

2017 - 2019 (2 years)

Lifetime Fitness

2014 - 2017 (3 years)

Genesis Health Club

2013 - 2015 (2 years)

Capital Express

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Kevin Cave to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orion Portfolio Solutions, LLC

Bruce Bischoff
Providence, UT
Mark Leonard
Omaha, NE
Christopher Hart
Berwyn, PA
Mark Ludmann
Hebron, KY
Emily Gross
Omaha, NE
Kevin Cave
Omaha, NE
Kyle Wildemore
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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