$93.2M Total AUM
$93.2M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1998
- Office Locations
- 1
Office Locations
-- Marco Island FL
About Lynn H. ORR Capital Management Group, Inc.
Lynn H. Orr Capital Management Group, Inc. is a Marco Island, FL-based investment adviser providing custom financial planning and ongoing wealth management for individuals and families, with emphasis on retirement and estate planning through life transitions. Portfolios are built around disciplined asset allocation and risk management, using ETFs and mutual funds, and are custodied at firms such as Charles Schwab.
Team overview
63 AVG AGE
$93.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
26.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Catalyst peak Wave
Client Personas
Beacon ember
Investment Themes
Vector ember Vector quantum Pioneer harbor
Investment Vehicles
Frontier quantum
Services
Alpha Eagle Harbor Ridge fusion Foundation fusion North Quantum prime Delta radial Meridian matrix
Owner & Executives
LYNN HARTONG ORR
President
- CRD
- #1244047
- Ownership
- 75% or more
(223) 963-3300
momentum.eagle@capitalcapital.com
in linkedin.com/in/radial-insight
E
ELAINE ANN ORR
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(214) 566-1216
vector.vertex@primecapital.com
in linkedin.com/in/zenith-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,172,344 | $267,176 |
| Non-Discretionary | $0 | -- |
| Total | $93,172,344 | $267,176 |
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Separately Managed Accounts
Total SMA Asset: $93,172,344
Equity - Exchange:
7.3% Public Funds:
23.3% Cash:
21.0% Corporate - Investment Grade:
20.3% Corporate - Non-Investment Grade:
8.3% Municipal Bonds:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $327,673,018 | 7.3% |
| Public Funds | $1,045,860,454 | 23.3% |
| Cash | $942,621,010 | 21.0% |
| Corporate - Investment Grade | $911,200,309 | 20.3% |
| Corporate - Non-Investment Grade | $372,559,732 | 8.3% |
| Municipal Bonds | $888,756,952 | 19.8% |
| Total | $4,488,671,475 | 100.0% |