ORF CAPITAL MANAGEMENT

Overview

ORF Capital Management is a small, client-focused advisory practice organized as a sole proprietorship that concentrates on financial planning and portfolio management for individual and family clients, including small business owners. The firm runs predominantly discretionary portfolios and shows a clear preference for equity exposure, allocating the bulk of client assets to exchange-traded equities. Its fee model is non-asset-based, charging hourly and fixed fees for advice rather than relying on percentage-based advisory fees. ORF Capital does not present itself as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Investment activity centers on traditional liquid markets with manager allocation activity focused on third-party mutual funds and exchange-traded products. The firm also makes use of third-party alternative managers for real estate exposure. Given the practice’s client profile and fee structure, the advisory approach appears oriented to tailored planning and direct portfolio construction rather than packaged wrap or institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices