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Orser Capital Management LLC CRD 144847
$290M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
566 North Kimball Avenue Suite 100, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
566 North Kimball Avenue Suite 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Txo Partners | Fort Worth | TX | 05/2012 | 09/2022 |
| Vortus Investments | Fort Worth | TX | 10/2022 | 10/2023 |
| Prior Mountain Energy | Southlake | TX | 01/2024 | Present |
| Orser Capital Management Llc | Southlake | TX | 02/2026 | Present |
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