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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2025
- Office Locations
- 1
Office Locations
About Orbital Management
Orbital Management LLC is an investment manager delivering investment solutions through a global macroeconomic and quantitative lens. The firm focuses on global asset allocation strategies for high net worth investors and publishes ongoing insights and research via its website/blog. Registered investment adviser (CRD 331602) based in Bryn Mawr, PA; custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $452.2K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on April 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Orbital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN REED LIGGETT
PARTNER
- CRD
- #5919219
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,261,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,261,230 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Orbital Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.