# Orion-Archstone Asset Management Inc.

> Orion-Archstone Asset Management Inc. is a state-registered investment advisory firm in New York, NY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 286225
- Filed as: ORION-ARCHSTONE ASSET MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286225
- AdvisorCensus page: https://advisorcensus.com/firm/orion-archstone-asset-management-inc-new-york-ny-286225

## Quick answers

**How is Orion-Archstone Asset Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Orion-Archstone Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Orion-Archstone Asset Management Inc. located?**
Orion-Archstone Asset Management Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Orion-Archstone Asset Management Inc. registered with the SEC or a state?**
Orion-Archstone Asset Management Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286225.

**How much does Orion-Archstone Asset Management Inc. manage?**
Orion-Archstone Asset Management Inc. reports $1,800,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Orion-Archstone Asset Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Orion-Archstone Asset Management Inc. 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/286225

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,800,000
- Discretionary: $1,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- 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. Orion-Archstone Asset Management Inc. (CRD 286225): Form ADV filing data as of October 2026.