RIA Intel›Advisers›New Hampshire›ORBIS FINANCIAL GROUP INC.

ORBIS FINANCIAL GROUP INC.

Advisory

PETERBOROUGH, NH

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in NH

#117

of 141 advisers by AUM

Average account

$202K

across 416 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$79M

Non-Discretionary AUM$5M

Discretionary %94.2%

Total Clients179

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, NH, VT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

179 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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