ORION INVESTMENT CO
  • ORION INVESTMENT CO
  • SAUER DAZEY INVESTMENT COMPANY

Adviser Profile

As of Date 06/25/2026
Registration SEC, Approved, 07/18/1988
ADV Location ST LOUIS, MO, United States
Contact Info 314 xxxxxxx
Websites
AUM* 515,417,794 11%
of that, discretionary 491,944,326 10%
Number of Employees 6
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 764,715 -1%
% High Net Worth 56.60% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

447M 383M 319M 255M 192M 128M 64M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DAVILA ADVISORY, LLC Filing Date07/22/2025 Form ADV-E View Report
Accounting Firm Name DAVILA ADVISORY, LLC Filing Date08/07/2024 Form ADV-E View Report
Accounting Firm Name DAVILA ADVISORY, LLC Filing Date11/15/2023 Form ADV-E View Report

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Brochure Summary