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ORIGIN INVESTMENT ADVISORY LLC

Advisory

N·

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$35M
1-Year AUM Growth
+75.8%
3-Year CAGR
+24.2%
Employees
40
Assets Under Management
Total AUM$35M
Discretionary AUM$2M
Non-Discretionary AUM$32M
Discretionary %6.4%
Total Clients1,776
Team
Total Employees40
Investment Advisers41
Employee Growth (1Y)-27.8%
Filing History
Total Filings on Record32
First FilingDec 24, 2020
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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