ORIGIN INVESTMENT ADVISORY LLC

CRD

305353

SEC file #

801-120236

EIN

—

DBA names

—

Economics

AUM

$34.7M

AUM band

$25M-$100M

AUM trajectory

'23 · $505K

'25 · $2.1M

'26 · $34.7M

'23'26

$505K → $34.7M▲ +6763%

sec adv history

Client mix

Individuals Other

7,591

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 7 advisors

'22 · 12 advisors

'23 · 7 advisors

'25 · 56 advisors

'26 · 40 advisors

'21'26

7 advisors → 40 advisors▲ +471%

sec adv history

Primary office

—

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

Fixed fees

Filings

Latest ADV filing

03/26/2026

reddit.com/r/originfinancial

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BLEND FINANCIAL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BLEND FINANCIAL

WATSON, MATTHEW, PETER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

REDDIT.COM

Rdap Domain Creation Date

2005-04-29T17:59:19Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Firm Has Custody

Rdap Domain Expiration Date

2028-04-29T17:59:19Z

Rdap Domain Last Changed

2026-03-28T10:06:56Z

Rdap Nameservers

Ns-1029.awsdns-00.orgNs-1887.awsdns-43.co.ukNs-378.awsdns-47.comNs-557.awsdns-05.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited

Trust Company Affiliate