Org Portfolio Management LLC

Public-record details

Address

3201 Enterprise Parkway, Suite 150, Beachwood, OH 44122

Phone

(216) 468-0055

Listed under

Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting

CRD number

130198

Registration

SEC registered since 2004-02-20

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees; Other (Per-Project Fee)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$6.4 billion

Accounts managed

22

Clients reported (Form ADV 5.D)

10

Employees

22

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

SEC registered investment adviser, CRD 130198, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 130198 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.