Origin Investment Advisory LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $35M in regulatory assets under management, 41 employees, and 7,590 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
7,591
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$35Mas of March 26, 2026
Discretionary6.4%
$2M
6% of total RAUM6.4%
Non-discretionary93.6%
$32M
94% of total RAUM93.6%
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.
Total AUM$35M
Total Accounts7,590
10Y AUM Change+$35M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee185:1
10Y Employee Change+29 (+241.7%)
* 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.