Orser Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orser Capital Management provides fee-only investment advisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. Its services include designing and implementing portfolios, placing trades, ongoing portfolio monitoring and custodian account setup or transfer assistance; the firm’s stated preferred minimum account size is $50,000.
The firm follows an asset‑allocation driven approach implemented through model portfolios (moderate equity, income equity and retirement) and uses a mix of fundamental, technical and cyclical analysis, with both long‑ and short‑term holdings. Accounts are generally managed on a discretionary basis, reviewed at least quarterly, and client meetings are encouraged at least annually to reassess objectives and risk tolerance.
Orser manages roughly $289.8 million across its client relationships, an asset base that is unusually large relative to similarly sized advisory teams among peers. The firm operates through Schwab Institutional and receives institutional support and technology services as part of that relationship, maintains a formal Code of Ethics with pre‑approval and reporting requirements for personal trades (and a prohibition on front‑running), and does not vote client proxies.
Client services
Expertise
Fee options
Up to 1.00% annually, negotiable
Account minimum: $50,000 Fee-only: Fee-only investment advisory service; no commissions
Main office
566 North Kimball Avenue, Suite 100
Southlake TX 76092
Advisors at this office
3
Most active in
Montana · Texas
Also doing business as
Bridger Capital Management, LLC · Orser Capital Management 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.
Advisors at this firm
James O
CFA®, Series 63, Series 65
Southlake, TX
Orser Capital Management LLC
James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.
William O
CFA®
Southlake, TX
Orser Capital Management LLC
William Orser is a CFA® charterholder and principal of Orser Capital Management LLC in Southlake, TX, with over a decade of industry experience. He previously worked at TXO Partners for ten years and held roles at Vortus Investments and Prior Mountain Energy. Orser Capital Management LLC provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $290 million in client assets.
Elizabeth O
Series 65
Southlake, TX
Orser Capital Management LLC
Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.
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