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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2001
- Office Locations
- 1
Office Locations
About Larson, Orlan Blaine
Larson, Orlan Blaine provides tax and accounting services for individuals and small businesses nationwide, alongside a retail advisory practice offering financial and tax planning and portfolio construction. Investment exposure is centered on ETFs and other publicly traded funds, with custody at Charles Schwab. The firm also references Envestnet and Tamarac, which may simplify distribution, reporting, and integration workflows.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ORLAN BLAINE LARSON
Enrolled Agent, Owner, Tax Consultant
- CRD
- #4938453
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Melissa Marie Larson
Accounting Manager, Partner
- CRD
- #7478145
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,914,429 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,914,429 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,914,429
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $670,725,718 | 11.0% |
| Public Funds | $1,164,623,747 | 19.1% |
| Corporate - Investment Grade | $481,703,016 | 7.9% |
| U.S. Government/Agency | $1,432,914,034 | 23.5% |
| Municipal Bonds | $884,138,446 | 14.5% |
| Cash | $439,020,470 | 7.2% |
| Equity - OTC | $1,024,381,096 | 16.8% |
| Total | $6,097,506,527 | 100.0% |