Orion Financial Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 328757
· Voorhees, NJ
· www.orionfinancialadvisor.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $17.4M
- Discretionary
- $17.4M
- Clients
- 57
- Avg AUM / client
- $306K
- Accounts
- 135
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $17.4M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Ghazal | Registered representative | May 2024 (2y) | ||
| David John Badecki | Registered representative | May 2024 (2y) | ||
| Andrew Fouad Ghazal | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗