RIA Intel›Advisers›Florida›ORR FINANCIAL, LLC

ORR FINANCIAL, LLC

Advisory

FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL
#2,318
of 2,610 advisers by AUM
Average account
$226K
across 23 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

NRW ASSET MANAGEMENT, INC.
$5M
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$5M
MARTIN CAPITAL MANAGEMENT LLC
$5M
WINDMILLS CAPITAL INC.
$5M
-25.5% 1Y
MERRELL BROTHERS, LLC
$5M
BLUEPRINT CAPITAL GROUP LLC
CASSELEBERRY, FL
$5M

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