ORR, BRAD L.

Overview

Orr, Brad L. is a small, owner-operated advisory practice that delivers discretionary portfolio management primarily to individual and family clients, along with small businesses and institutional accounts. The firm’s investment stance is equity‑tilted: exchange‑traded equities make up the bulk of assets and drive day‑to‑day portfolio construction. Investment engagement is hands‑on and fee flexible—clients are charged a percentage of AUM, with additional options for hourly or fixed fees—allowing the adviser to serve both wealth management and project or planning assignments. The adviser does not market itself as an ESG specialist and does not operate as a multi‑state adviser. Services focus on standard discretionary portfolio management for individuals and small businesses and extend to portfolio management for business or institutional clients when appropriate. Custody and execution are handled through a major retail custodian, supporting a model that favors liquid, exchange‑traded instruments for efficiency and transparency.

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Public Holdings

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Location & Offices