ORION PORTFOLIO SOLUTIONS, LLC

RIASEC RegisteredEst. 2000
Total AUM
$64.8B
Discretionary
$53.4B
82% of AUM
Avg account
$235K
Accounts
276,041
Employees
305
Advisory reps
197

Firm details

Headquarters
OMAHA, Nebraska
CRD number
107975
Registered since
January 1, 2000
Website
orion.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI30.02%
  • Individuals29.99%
  • Investment Companies16.79%
  • Other Investment Advisers9.72%
  • Corporations / Businesses5.68%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Orion Portfolio Solutions, LLC operates as a multi-service capital allocator and adviser for both individual/family and institutional clients. The firm provides portfolio management across individual accounts, pooled investment vehicles and institutional relationships, and it also offers pension consulting and adviser selection. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Orion identifies as an active ESG investor and participates in other financial-product distribution activities. Its business and industry roles extend into broker-dealer relationships, trust company activity and acting as sponsor or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 28%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Other 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities28%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 10

  • SHARLYN LEH

    Senior Vice President, Chief of StaffCRD 5418432

  • Carson Scharff

    Sales CoordinatorCRD 7664044

  • Mark Audrain

    President and CEOCRD 7046010

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Contacts

3 of 187

  • Marcus Ringo

    Growth ConsultantCRD 7599288

  • Natalie McCarty

    Internal Sales ConsultantCRD 7968136

  • BENJAMIN RAWLINGS

    Project ManagerCRD 6413840

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 851

Active vs passive

$7.5B in ETFs

Passive

51%

$3.8B

Active

38%

$3.7B

ETFProviderStyleCategoryValueShares% of portfolio
MAIN SECTOR ROTATION ETF (SECT)ActiveLarge Blend$1.1B17,460,12314.09%
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Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
17605 Wright St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth