ORION INVESTMENT CO
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 110867
- Registered since
- July 18, 1988
- Website
- www.orioninvestmentco.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.27%
- Individuals6.72%
- Pension & Profit Sharing Plans1.25%
- Corporations / Businesses0.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Orion Investment Co. is a corporation that has been SEC-registered since 1988 and is owned by an individual. The firm advises both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. Orion identifies equities as its primary preference and is affiliated with a broker-dealer. It is not active on ESG investing, is not a multi-state adviser, and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- US Government Bonds35%
- Cash & Cash Equivalents7%
Contacts
3 of 4FREDERIC SAUER
Investment ProfessionalCRD 4825438
CHARLES MCENERY
Investment CommitteeCRD 4291567
FRED SAUER
FounderCRD 1337452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$4.8M in ETFs
100%
$4.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $3.5M | 5,898 | 73.53% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 7800 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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