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ORION INVESTMENT CO

ST LOUIS, MO · CRD 110867 · IAPD ↗ · orioninvestmentco.com · 314-725-3800

$515.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — ORION INVESTMENT CO crossed $500M in regulatory AUM ($443.5M -> $515.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.