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ORIGIN INVESTMENT ADVISORY LLC

· CRD 305353 · IAPD ↗ · reddit.com · 6172273825

$34.7MRegulatory AUM
40Advisory reps
41Employees
6221Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ORIGIN INVESTMENT ADVISORY LLC shrank from 56 to 40 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — ORIGIN INVESTMENT ADVISORY LLC reported RAUM up 1514% ($2.1M -> $34.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2026 — ORIGIN INVESTMENT ADVISORY LLC notice-filed in AK, AL, AR, CT, DC, DE, HI, IN, KY, LA, MD, ME, MN, MO, MS, MT, NC, ND, NE, NH, OH, OK, OR, PR, SD, UT, VA, VI, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
December 2025 — ORIGIN INVESTMENT ADVISORY LLC notice-filed in ID, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — ORIGIN INVESTMENT ADVISORY LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — ORIGIN INVESTMENT ADVISORY LLC shrank from 72 to 52 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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