Orcus Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orcus Investment Advisors provides discretionary portfolio management and limited investment consultations for individuals, high‑net‑worth clients, foundations, charitable organizations, and small businesses. The firm manages separately managed accounts using custodial platforms and will provide trading assistance for held‑away accounts when third‑party trading authority is granted.
The firm uses a Core‑Satellite framework with a defensive, lower‑beta “Core” sleeve held passively and a tactically reallocated “Satellite” sleeve driven by proprietary signals (momentum, valuation, volatility, yield‑curve steepness). Portfolios may be enhanced with an “Active” sleeve that can include options strategies and managed‑futures ETFs, and the firm generally favors ETFs while avoiding mutual funds and leveraged/inverse ETFs.
Compared with many independent peers, Orcus serves charitable and institutional clients in addition to individual investors and discloses the principal’s volunteer experience on an institutional investment committee, reflecting institutional governance exposure uncommon for firms of its scale. The firm manages a relatively small pool of client assets and emphasizes model construction, semi‑annual rebalancing of the Core, and periodic tactical triggers for Satellite reallocations rather than frequent turnover.
Client services
Expertise
Fee options
$0 - $249,999: Classic Series: 0.70% annually; Enhanced Series: 1.15% annually $250,000 - $499,999: Classic Series: 0.60% annually; Enhanced Series: 1.05% annually $500,000 - $749,999: Classic Series: 0.50% annually; Enhanced Series: 0.95% annually $750,000 - $999,999: Classic Series: 0.40% annually; Enhanced Series: 0.85% annually $1,000,000 - $1,499,999: Classic Series: 0.35% annually; Enhanced Series: 0.80% annually $1,500,000 - $1,999,999: Classic Series: 0.30% annually; Enhanced Series: 0.75% annually $2,000,000 - $2,999,999: Classic Series: 0.25% annually; Enhanced Series: 0.70% annually $3,000,000 - $4,999,999: Classic Series: 0.20% annually; Enhanced Series: 0.65% annually $5,000,000+: Classic Series: 0.15% annually; Enhanced Series: 0.60% annually
$300 per hour, billed in 15-minute increments
Fee-only: Portfolio management fee based on asset tiers as listed; hourly consulting fee $300 per hour, billed in 15-minute increments
Main office
Sarasota FL
Advisors at this office
1
Most active in
Florida · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)