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C&O Funds Advisor Inc (Norcross)


C&O Funds Advisor Inc is an investment adviser to an investment company based in Norcross. It manages $130.02 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

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C&O Funds Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

C&O Funds Advisor: assets under management

The assets under management (AUM) of C&O Funds Advisor Inc is $130.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay C&O Funds Advisor Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Michael Brian Orkin Sole shareholder, ceo, director, portfolio manager, president, treasurer 1 Oct 1985 75% - 100% 2038772

Based in Norcross

The principal office where C&O Funds Advisor Inc performs its advisory services is located at 5185 Peachtree Parkway, Norcross, GA 30092 6541, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-533-7850 or by fax 770-797-9725. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at caldwellorkinfunds.com.


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