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Orford Capital Management (San Francisco)


Orford Capital Management is an adviser based in San Francisco. It manages $62.98 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001.




Orford Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orford Capital Management: assets under management

The assets under management (AUM) of Orford Capital Management is $62.98 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.67 million in discretionary accounts and $5.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.06 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.77 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orford Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Orford Capital Management performs its advisory services is located at 155 Montgomery Street, San Francisco, CA 94104 4109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-399-9450 or by fax 415-399-9507. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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