Orderly Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orderly Finance advises individuals (including high-net-worth clients) and also accepts institutional client relationships, providing comprehensive portfolio management, asset management, financial planning and family office concierge services. The firm reports managing roughly $93.2 million across about 35 client relationships and offers both discretionary and non-discretionary services.
The firm’s investment process draws on modern portfolio theory alongside fundamental, quantitative and selective technical analysis, implemented through asset-allocation strategies and both long- and short-term trading. Orderly Finance may employ options and other derivatives in separately managed accounts and sometimes uses third‑party sub‑advisors to implement client portfolios.
What is uncommon for a firm of this profile is its use of performance-based compensation for qualified clients, its explicit use of derivatives in separately managed accounts, and its stated acceptance of institutional accounts in addition to individual clients. The combination of a relatively small advisory platform with formal family office concierge offerings and these specialized practices distinguishes its business model from many independent peers.
Client services
Expertise
Fee options
Fixed fees for Comprehensive Portfolio Management up to $250,000; fixed fees for Asset Management up to $235,000; fees negotiated per advisory agreement.
Up to $250 per hour for concierge services; hourly fees for financial planning calculated based on time and effort expended (specific hourly fee not stated).
Up to 20% of net profits for qualified clients with at least $1,100,000 under management or net worth of $2,200,000; performance fee payable only if net profits exceed previous quarter's high water mark.
Main office
1501 N Broadway, #200
Walnut Creek CA 94596
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Orderly Finance · Orderly Finance, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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