Larson, Orlan Blaine

Overview

Larson, Orlan Blaine operates as a single-owner, independent registered investment adviser providing financial planning and discretionary portfolio management primarily to individuals and families, with some services for small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly charges and fixed-fee engagements. Investment activity is equity‑centered: exchange‑traded equities are the dominant asset class, and the firm supplements equity exposure with mutual funds and targeted allocations to real estate/REIT strategies. Larson, Orlan Blaine does not position itself as a capital allocator or a multi‑state adviser, and it does not identify as an active ESG investor. Services emphasize personalized planning and portfolio construction for individual and family clients. The adviser lists accounting as an industry affiliation, which suggests coordination with tax and accounting professionals is part of the service model. Management is discretionary across the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices