RIA Intel›Advisers›Texas›ORSER INVESTMENT ADVISORS, INC.

ORSER INVESTMENT ADVISORS, INC.

Advisory

TX

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in TX

#1,866

of 2,813 advisers by AUM

Average account

$244K

across 164 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$295K

Discretionary %99.3%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

60 clients

17 high-net-worth

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

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