Orix Advisers, LLC
New York, NY·SEC-registered · CRD #307580
Orix Advisers, LLC is an SEC-registered investment advisory firm in New York, NY managing $9.6B across 26 client accounts, with 73 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.6B
Client accounts
26
Advisory staff
73
Fee model
Fee-only
How Orix Advisers, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Orix Advisers, LLC
How much does Orix Advisers, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Orix Advisers, LLC reports $9.6B in regulatory assets under management across roughly 26 client accounts.
How does Orix Advisers, LLC charge?
Orix Advisers, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Orix Advisers, LLC a fiduciary?
Yes. Orix Advisers, LLC is registered with the U.S. Securities and Exchange Commission (CRD #307580), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Orix Advisers, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Orix Advisers, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Orix Advisers, LLC's public SEC Form ADV filing (CRD #307580, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Orix Advisers, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Orix Advisers, LLC? Claim this profile.