A complete list of active advisors currently associated with ORF Capital Management

Warmer can help you find a great advisor at ORF Capital Management or one who fits your needs even better.

Orf Capital Management provides financial planning and discretionary portfolio management to individual and family clients, describing its typical clientele as "middle America" with no stated account minimums. The firm recommends a range of instruments including ETFs, no‑load mutual funds, stocks, bonds, cash, CDs, and options, and manages roughly $18.2 million for about 15 clients. The firm favors a globally diversified, largely passive investment approach that emphasizes low‑cost, low‑turnover index funds and infrequent rebalancing to target allocations, while sometimes using actively managed funds where appropriate. Portfolios are tailored to each client’s financial needs and tolerance for loss, and the adviser generally manages accounts on a discretionary basis and applies the same investment approach to personal and family assets. Operationally, the firm is fee‑only but does not use percentage‑of‑assets (AUM) fees common among peers; instead it bills on hourly or flat‑rate terms and states it collects fees only from clients after services are provided. The brochure also discloses that the firm accepts no commissions or performance fees, does not participate in wrap programs, relies on custodians for account statements and proxy materials, and cannot accommodate client‑imposed exclusions that would conflict with low‑cost, broadly diversified funds.

To learn more about the advisors currently working at ORF Capital 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.