Managing Member, Chief Compliance Officer · Orser Capital Management LLC
Orser K. Elizabeth
CRD 5398952 · Named on Form ADV at one SEC-registered adviser
At a glance
Orser Capital Management LLC, an SEC-registered wealth manager based in Southlake, TX with $290 million in regulatory assets, lists Orser K. Elizabeth on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Orser Capital Management LLCManaging Member, Chief Compliance OfficerWealth manager · Southlake, TX · $290M in regulatory assets
AtlasMembers
Orser’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- James B. OrserManaging Member, Orser Capital Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Orser’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.