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Christopher Owens

Investment adviser representative at Orion Portfolio Solutions, LLC
11 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

11 years in the industry.

  1. Orion Portfolio Solutions, LLCApr 2026 to now
  2. BNYMar 2020 to Apr 2026
  3. UnemployedFeb 2020 to Feb 2020
  4. SeiAug 2015 to Jan 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8275619
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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