# Orion Financial Advisors

> Orion Financial Advisors is a state-registered investment advisory firm in Voorhees, NJ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 328757
- Filed as: ORION FINANCIAL ADVISORS
- Legal name: Orion Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Voorhees, NJ
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328757
- AdvisorCensus page: https://advisorcensus.com/firm/orion-financial-advisors-voorhees-nj-328757

## Quick answers

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

**Where is Orion Financial Advisors located?**
Orion Financial Advisors' principal office is in Voorhees, NJ, according to its Form ADV.

**Is Orion Financial Advisors registered with the SEC or a state?**
Orion Financial Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328757.

**How much does Orion Financial Advisors manage?**
Orion Financial Advisors reports $17,438,433 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Orion Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57).

**Does Orion Financial Advisors 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/328757

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,438,433
- Discretionary: $17,438,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $17,438,433 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- orionfinancialadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orion Financial Advisors (CRD 328757): Form ADV filing data as of October 2026.