ORSER CAPITAL MANAGEMENT LLC

Overview

Orser Capital Management LLC is an owner-operated registered investment adviser that provides portfolio management for individuals and small businesses. Founded and SEC-registered in 2014, the firm charges clients a percentage-of-assets fee and concentrates on equity-oriented portfolios delivered through liquid public markets. Its stated client base is individual and family investors rather than institutional mandates, and the firm does not advertise ESG investing or multi-state adviser activity. Investment behavior shows a mix of equities and cash-like fixed income exposures. Exchange-traded equities are the dominant exposure, while short-duration Treasury and Treasury-like funds are used as a liquidity and capital-preservation sleeve. The firm does not position itself as a capital allocator to external managers; instead, it blends ETFs, mutual funds and selective private placements to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices