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| Orion Investment Co
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|---|---|
| CRD # | 110867 |
| SEC # | 801-32212 |
| CIK # | 0002033920, 0001560449 |
| AUM | $515.4 M (2026-06-25) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 314-725-3800 |
| Address | 7800 Forsyth Blvd St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.6 | ||
| Regeneron Pharmaceuticals Inc | 23.8 | ||
| Palantir Technologies Inc | 19.7 | ||
| ISIS Pharmaceuticals Inc | 16.9 | ||
| Qualcomm Inc/DE | 15.6 | ||
| Parker Hannifin Corp | 12.5 | ||
| Cummins Inc | 12.3 | ||
| FPL Group Inc | 9.7 | ||
| Procter & Gamble Co | 8.6 | ||
| Hershey Co | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 28.3 |
| (b) Individuals (high net worth individuals) | 390 | 476.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 515.4 |
| By Discretionary | ||
| Discretionary | 653 | 491.9 |
| Non-Discretionary | 21 | 23.5 |
| Total | 674 | 515.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 515.0 | |
| Total | 674 | 515.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001560449] | |
| 10-Q | [0001560449] | |
| 8-K | [0001560449] | |
| D | [0001560449] | |
| 13F-HR | [0002033920] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benin Management Corp
✚
|
0.5 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.5 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.5 |
|
Matson Financial Advisors Inc
✚
|
CT | 0.5 |
|
The Main Street Group Ltd
✚
|
VA | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
0.5 | |
|
James T Borello & Co
✚
|
IL | 0.5 |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.5 |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 0.5 |
|
Horizon Advisory Services Inc
✚
|
NY | 0.5 |