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Elizabeth Kathleen Orser

Orser Capital Management LLC

Southlake, TX

CRD 5398952

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Employer firm

Orser Capital Management LLC CRD 144847

$290M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Orser Capital Management Llc

566 North Kimball Avenue Suite 100, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-10-18
MT RA APPROVED 2007-09-21
  • TX RA
    APPROVED
    Since 2007-10-18
  • MT RA
    APPROVED
    Since 2007-09-21

Branch Locations

566 North Kimball Avenue Suite 100, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridger Capital Management, Llc Keller TX 07/2007 Present
  • 07/2007 → Present
    Bridger Capital Management, Llc
    Keller, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-06
  • S65 Uniform Investment Adviser Law Examination
    2007-09-06
Other Names
  • Orser Kathleen Elizabeth
  • Orser Kathleen Elizabeth

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
DOUBLE EAGLE CAPITAL MANAGEMENT LP
PLANGUIDE FINANCIAL

Nearby Investors

MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX

More in Southlake, TX

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