Fee-only adviser · Beachwood, OH
Org Portfolio Management LLC
Org Portfolio Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Beachwood, Ohio. On its latest Form ADV, filed March 30, 2026, it reports $6.4B in regulatory assets under management and 15 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 | 130198 · SEC file 801-62718 |
| Office | 3201 Enterprise Parkway Suite 150 Beachwood, OH 44122 |
| Phone | (216) 468-0055 |
| Website | www.orgrealproperty.com |
| Regulatory assets under management | $6.4B ($873M discretionary) |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- 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 Beachwood
- CM Wealth Advisors LLC $3.6B
- Shaker Investments $259M
- Kosmin Wealth Management $18M
- Oncenter Financial Advisors LLC $55M
- Angart & Co. $16M
- Grenadilla Advisory LLC $2.5M
See all 11 fee-only advisers in Beachwood →
Nearby
- Orange Village 1 firm
- Shaker Heights 1 firm
- Woodmere 1 firm
- Lyndhurst 1 firm
- Mayfield Heights 2 firms
- Pepper Pike 7 firms
- Cleveland Heights 2 firms
- Chagrin Falls 2 firms
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