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Cedric Xavier Louit

Investment adviser representative at Orion Portfolio Solutions, LLC
12 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

12 years in the industry.

  1. Orion Portfolio Solutions, LLCJun 2026 to now
  2. UnemployedApr 2026 to May 2026
  3. Carson WealthNov 2025 to Mar 2026
  4. Cwm, LLCNov 2025 to Mar 2026
  5. Total Wealth Planning, LLCFeb 2025 to Mar 2026
  6. First Financial BankDec 2022 to Feb 2025
  7. Moon Ripple MediaSep 2021 to Jun 2023
  8. KeybankMay 2021 to Aug 2021
  9. Miami UniversityAug 2018 to May 2022
  10. StudentJan 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8185982
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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