# ORR, Brad L.

> ORR, Brad L. is a state-registered investment advisory firm in Casper, WY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 140093
- Filed as: ORR, BRAD L.
- Legal name: In Touch Financial Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Casper, WY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140093
- AdvisorCensus page: https://advisorcensus.com/firm/orr-brad-l-casper-wy-140093

## Quick answers

**How is ORR, Brad L. compensated?**
On its Form ADV (Item 5.E, October 2026), ORR, Brad L. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is ORR, Brad L. located?**
ORR, Brad L.'s principal office is in Casper, WY, according to its Form ADV.

**Is ORR, Brad L. registered with the SEC or a state?**
ORR, Brad L. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 140093.

**How much does ORR, Brad L. manage?**
ORR, Brad L. reports $26,932,892 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does ORR, Brad L. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (10).

**Does ORR, Brad L. 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/140093

## 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: $26,932,892
- Discretionary: $26,932,892
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $12,236,795 |
| High net worth individuals | 10 | $14,696,097 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- 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. ORR, Brad L. (CRD 140093): Form ADV filing data as of October 2026.