Lynn H. Orr Capital Management Group, Inc. (Marco Island)

Lynn H. Orr Capital Management Group, Inc. is an adviser based in Marco Island. It manages $35 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Lynn H. Orr Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lynn H. Orr Capital Management Group: assets under management

The assets under management (AUM) of Lynn H. Orr Capital Management Group, Inc. is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lynn H. Orr Capital Management Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lynn H. Orr Capital Management Group, Inc.

Lynn Hartong Orr has been acting as President since 1 Dec 1998. Elaine Ann Orr joined the executive team most recently as the Secretary/Treasurer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elaine Ann Orr	Secretary/treasurer/chief compliance officer	1 Feb 1998	50% - 75%	4401425
Lynn Hartong Orr	President	1 Dec 1998	50% - 75%	1244047

Based in Marco Island

The principal office where Lynn H. Orr Capital Management Group, Inc. performs its advisory services is located at 317 N. Collier Boulevard, Marco Island, FL 34145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.