O'Rourke & Company, Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated December 3, 2025, reports $555M in regulatory assets under management, 4 employees, and 738 accounts.
Assets Under Management
$555M
Employees
4
Offices
--
Total Clients
580
Primary office
BOSTON, MA
84 STATE STREET, SUITE 840, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.2% of total clients.
Top client categories% of clientsClients
1
HNWI
85.2%
494
2
Individuals
14.8%
86
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$555Mas of December 3, 2025
Discretionary99.1%
$550M
99% of total RAUM99.1%
Non-discretionary0.9%
$5M
1% of total RAUM0.9%
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$555M
Total Accounts738
10Y AUM Change+$293M (+112.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee145:1
10Y Employee Change+2 (+100.0%)
* 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.