Orf Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate is $200.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Orf Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Flat rates are negotiable but usually based on an estimate of the time required to serve the clients’ needs.”
• “Clients are billed quarterly “in arrears” for investment management services.”
• “They may pay by check or have the fee directly deducted from their accounts.”

How Orf Capital Management’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 57 other planners in Austin that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Orf Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,207,586

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134163

Phone

(512) 219-6318

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• Austin AssetAustin$5,000/yr
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