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Orcus Investment Advisors, LLC

Orcus Investment Advisors, LLC. CRD 334911

Orcus Investment Advisors, LLC logo

CRD: 334911

Orcus Investment Advisors, LLC

Kewadin, MI
7347672877
$5.8M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist · Apex · Truist Bank
Clients
Retail
Platforms
VitalMeridian vertex +more
Established Date
03-26-2025
Office Locations
1

Office Locations

-- Kewadin MI

About Orcus Investment Advisors, LLC

Orcus Investment Advisors, LLC is a Kewadin-based RIA. The firm has been operating for 1 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Apex. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

-- AVG AGE
$5.8M AVG AUM / ADVISOR
$830.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Capital Beacon legacy Unison Vertex wave Radial capital

Client Personas

Momentum delta

Custodian

Signal Atlas vector Momentum Ridge harbor Value

Investment Themes

Eagle summit Bridge North Ridge bridge Prime

Investment Vehicles

Pathway Glacier

Services

Element vital Element catalyst Ember Summit delta Vital frontier Foundation Radial radial

Technology

Fusion Oak meridian Bridge foundation

Owner & Executives

R

Robert Michael Sparling

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#8037774
Ownership
75% or more
(738) 590-7183
eagle.summit@vectorcapital.com
in linkedin.com/in/wave-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,743,858 --
Non-Discretionary $2,070,778 --
Total $5,814,636 --

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Separately Managed Accounts

Total SMA Asset: $5,814,636

$5.8M Total SMA
Public Funds:
24.6%
Equity - Exchange:
27.1%
Cash:
48.3%
Asset class Assets Assets %
Public Funds $950,736,345 24.6%
Equity - Exchange $1,047,355,892 27.1%
Cash $1,866,689,652 48.3%
Total $3,864,781,889 100.0%

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