O
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- NorthPrime +more
- Established Date
- 02-07-2025
- Office Locations
- 1
Office Locations
40 East Montgomery AVE Ardmore PA
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.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$452.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge unison Vector Optima Harbor
Client Personas
Atlas
Custodian
Atlas
Investment Themes
Fusion zenith Insight bridge
Investment Vehicles
Pathway glacier
Services
Momentum
Technology
North Element meridian Peak
Owner & Executives
J
JONATHAN REED LIGGETT
PARTNER
- CRD
- #5919219
- Ownership
- 75% or more
(661) 285-4003
fusion.fusion@embercapital.com
in linkedin.com/in/vertex-legacy
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $2,261,230
Public Funds:
22.6% Cash:
11.7% Equity - Exchange:
54.4% Municipal Bonds:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,967,854,620 | 22.6% |
| Cash | $1,018,756,595 | 11.7% |
| Equity - Exchange | $4,736,782,802 | 54.4% |
| Municipal Bonds | $983,927,310 | 11.3% |
| Total | $8,707,321,327 | 100.0% |