Fee-only adviser · Austin, TX
Orei Advisors LP
Orei Advisors LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Austin, Texas. On its latest Form ADV, filed March 31, 2026, it reports $2.2B in regulatory assets under management and 24 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 284241 · SEC file 801-110938 |
| Office | 401 Congress Avenue Suite 2750 Austin, TX 78701 |
| Phone | (650) 681-0185 |
| Website | ohanare.com |
| Regulatory assets under management | $2.2B ($1.6B discretionary) |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 41 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Austin
- Financial Gravity Asset Management, Inc. $523M
- Per Stirling Capital Management, LLC $1.6B
- Root Financial Partners $2.1B
- FMP Wealth Advisers $1.3B
- Century Management Financial Advisors $680M
- Shadowridge Asset Management, LLC $127M
See all 125 fee-only advisers in Austin →
Nearby
- West Lake Hills 1 firm
- Lakeway 6 firms
- Bee Cave 1 firm
- Cedar Park 7 firms
- Round Rock 8 firms
- Leander 3 firms
- Kyle 2 firms
- Dripping Springs 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Orei Advisors LP? Update this listing.