# Orange County Asset Management

> Orange County Asset Management is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 170863
- Filed as: ORANGE COUNTY ASSET MANAGEMENT
- Legal name: Aidekman, Alan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170863
- AdvisorCensus page: https://advisorcensus.com/firm/orange-county-asset-management-170863

## Quick answers

**How is Orange County Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Orange County Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Orange County Asset Management registered with the SEC or a state?**
Orange County Asset Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170863.

**How much does Orange County Asset Management manage?**
Orange County Asset Management reports $2,803,390 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Orange County Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Orange County Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170863

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,803,390
- Discretionary: $2,803,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,126,243 |
| High net worth individuals | 2 | $677,147 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orange County Asset Management (CRD 170863): Form ADV filing data as of October 2026.