Elizabeth
Orser

Orser Capital Management LLC

CRD#5398952
Investment Advisor
in Southlake, TX

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About this Advisor

Elizabeth Orser is a financial advisor based in Southlake, Texas, working with Orser Capital Management LLC. Elizabeth has previously held a position at Bridger Capital Management, LLC. Elizabeth has passed the Series 65 regulatory exam and is registered to provide services in Montana and Texas. Currently, Elizabeth is part of Orser Capital Management LLC, which operates out of Southlake, Texas. The firm has 2 employees and manages assets totaling $234.7 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Orser Capital Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

566 North Kimball Avenue Suite 100
Southlake, TX 76092

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Orser Capital Management LLC Brokerage Details

Total Assets Under Management

$234,683,077

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

321

TX Average: 2,315
Average Account Size

$731,100

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Elizabeth Orser Work History

2007 - Present (17 years)

Bridger Capital Management, LLC

Disclosures

Please visit the SEC profile of Elizabeth Orser 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 Orser Capital Management LLC

James Orser
Southlake, TX
Elizabeth Orser
Southlake, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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