Origin Investment Advisory Llc
- Regulatory AUM
- $34.7M
- Discretionary
- $2.2M
- Clients
- 7,591
- Avg AUM / client
- $4.6K
- Accounts
- 7,590
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,591 | $34.7M | 100.0% |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Finger, Wallis, Kundar | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Jane Ruguru Mepham | Registered representative | CFP | May 2021 (5y) | |
| Donald D Martini | Registered representative | CFP CFA | Jun 2021 (5y) | |
| Jiyao Xu | Registered representative | CFP CFA | Jun 2021 (5y) | |
| Stephanie Nichole Campos | Registered representative | CFP | Jul 2021 (5y) | |
| Jose Vicente Sanchez | Registered representative | CFP | Jul 2021 (5y) | |
| Luke James Mc Cord | Registered representative | CFP | Oct 2021 (5y) | |
| As'ad Gourani | Registered representative | Oct 2021 (5y) | ||
| Arthur Flores | Registered representative | CFP | Nov 2021 (5y) | |
| Nathan Wayne Brown | Registered representative | CFP | Nov 2021 (5y) | |
| Cherita "Cherie" Church | Registered representative | CFP | Nov 2021 (5y) | |
| Mantas Tautkus | Registered representative | CFP | Dec 2021 (5y) | |
| Crystal Lynn Rau | Registered representative | CFP | Dec 2021 (5y) | |
| Elizabeth M. Richardson | Registered representative | CFP Personal Financial Specialist | Dec 2021 (5y) | |
| Contey Fulinia Smith | Registered representative | CFP | Jan 2022 (5y) | |
| Robin Lynn Kuleck | Registered representative | CFP | Jan 2022 (5y) | |
| Peter Gregg Bobolia | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Terry Jay Montano | Registered representative | CFP | Feb 2022 (4y) | |
| Dace Andrew Dekruif | Registered representative | CFP | Jun 2022 (4y) | |
| Dustin Gray Suttle | Registered representative | CFP | Jul 2022 (4y) | |
| Han Xue | Registered representative | CFP | Jul 2022 (4y) | |
| Tiffany Yolanda Johnson | Registered representative | CFP | Aug 2022 (4y) | |
| Shannon G Grey | Registered representative | CFP | Oct 2022 (4y) | |
| Marcus Paul Miller | Registered representative | CFP | Nov 2022 (4y) | |
| Jacob Lee Stalder | Registered representative | CFP | Mar 2023 (3y) | |
| Grant Roger Maddox | Registered representative | CFP | Dec 2024 (2y) | |
| Nycole Berlyn Freer | Registered representative | CFP | Jan 2025 (2y) | |
| James Tyler Horn | Registered representative | CFP | Jan 2025 (2y) | |
| Khwan Hathai | Registered representative | CFP | Jan 2025 (2y) | |
| Luis Francisco Rosa | Registered representative | CFP | Jan 2025 (2y) | |
| Paul Carriere | Registered representative | CFP | Jan 2025 (2y) | |
| Andrew John Bencivenga | Registered representative | CFP | Jul 2025 (1y) | |
| Michael John Hakimi | Registered representative | CFP | Dec 2025 (1y) | |
| Tarif Jamal Carson | Registered representative | CFP | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blend Financial | Shareholder | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/26/2026 | 914 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Drivewealth, Llc $34.6M (100% of AUM) Mar 2026
- Apex Clearing $478K (100% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗