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Seth Michael Mccune

Investment adviser representative at Orion Portfolio Solutions, LLC
17 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Orion Portfolio Solutions, LLCJan 2023 to now
  2. Orion Advisor TechnologyJun 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NE).

Orion Portfolio Solutions, LLC

$64.8BAssets managed
187,975Clients
198Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5677018
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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