Data / Investment advisers / Nevada / Orion Global Advisors US Inc
Orion Global Advisors US Inc, Las Vegas, NV: $147 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Orion Global Advisors US Inc is an SEC registered investment adviser with its main office in Las Vegas, Nevada and reports $147 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include pooled investment vehicles. It is paid through other fees. It advises 1 private fund.
The request: Watch Orion Global Advisors US Inc (CRD number 342436): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 342436
- SEC file number
- 801-136536
- SEC status
- Approved, effective October 6, 2026
- Main office
- Wework 03-106 10845 Griffith Peak Dr, Las Vegas, NV 89135
- Phone
- (725) 259-7816
- Regulatory AUM
- $147,000,000 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $40,000,000
- Non discretionary AUM
- $107,000,000
- Accounts
- 5
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- other fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $40,287,970
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $40 million |
Other advisers in Las Vegas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adaptive Wealth Engineering | Las Vegas | $214 million | Not listed | adviserinfo.sec.gov |
| Bauman Wealth Advisors | Las Vegas | $206.4 million | Not listed | adviserinfo.sec.gov |
| Manhattan Global Asset Management LLC | Las Vegas | $205.5 million | Not listed | adviserinfo.sec.gov |
| Baleen Capital Management LLC | Las Vegas | $168.7 million | 3 | adviserinfo.sec.gov |
| Axos Invest, Inc | Las Vegas | $150.8 million | Not listed | adviserinfo.sec.gov |
| Ulta Wealth Management, LLC | Las Vegas | $146.5 million | Not listed | adviserinfo.sec.gov |
| Holm & Cawley Financial Group LLC | Las Vegas | $128.8 million | Not listed | adviserinfo.sec.gov |
| Forthright Capital | Las Vegas | $107.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Las Vegas, NV
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Orion Global Advisors US Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.