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Caldwell & Orkin Inc (Norcross)


Caldwell & Orkin Inc is a related adviser based in Norcross. It manages $72.53 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

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Caldwell & Orkin provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caldwell & Orkin: assets under management

The assets under management (AUM) of Caldwell & Orkin Inc is $72.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.27 million each.
Caldwell & Orkin has custody of $37.69 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caldwell & Orkin Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norcross

The principal office where Caldwell & Orkin Inc performs its advisory services is located at 5185 Peachtree Parkway, Norcross, GA 30092 6541, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-533-7850 or by fax 770-797-9725. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at caldwellorkin.com.


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