Orion Investment Co is an SEC registered investment adviser organized as a corporation with a primary office location in St Louis, MO. Its latest Form ADV filing, dated June 26, 2025, reports $444M in regulatory assets under management, 6 employees, and 634 accounts.
Assets Under Management
$444M
Employees
6
Offices
--
Total Clients
633
Primary office
ST LOUIS, MO
7800 FORSYTH BLVD., SUITE 820, ST LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
350
2
Individuals
43.8%
277
3
Corporations
0.9%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$444Mas of June 26, 2025
Discretionary96.1%
$426M
96% of total RAUM96.1%
Non-discretionary3.9%
$17M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$444M
Total Accounts634
10Y AUM Change+$157M (+54.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee106:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.