A complete list of active advisors currently associated with Orange County Asset Management

Warmer can help you find a great advisor at Orange County Asset Management or one who fits your needs even better.

The firm provides discretionary asset management and retirement‑focused portfolio services to individual and high‑net‑worth clients; as of December 31, 2025 it reported about $2.8 million in discretionary assets and a very small client base (nine clients). Services include personalized asset allocation, ongoing monitoring, and management of accounts held at an independent custodian. The firm’s investment process combines fundamental and technical analysis and employs a range of tactics from long‑term holdings to short‑term trading; the brochure also shows the use of options (including writing out‑of‑the‑money covered calls) and margin in appropriate situations. Portfolio management is discretionary, with periodic rebalancing and ongoing monitoring described as part of the service model, and reviews conducted on a regular schedule. Noteworthy features for a small independent adviser include the explicit incorporation of technical analysis, options and margin strategies, which are less common among peer firms serving individual clients. The brochure also discloses use of Interactive Brokers as the custodian, discusses soft‑dollar benefits and oversight to mitigate potential conflicts, and states that proxy voting is left to clients rather than handled by the firm.

To learn more about the advisors currently working at Orange County Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.