Forms ADV & CRS

Form ADV Part 2A

This brochure provides information about the business practices, fees and conflicts of interest of Orion’s registered investment advisors.

Form ADV Part 2A Appendix 1

Appendix 1 to the brochure (“Wrap Fee Program Brochure”) provides information about the business practices, fees, and conflicts of interest of Orion’s SEC registered investment advisers that sponsor a wrap fee program.

Form CRS

Form CRS requires SEC-registered investment advisers and SEC-registered broker-dealers to deliver a brief customer or client relationship summary that provides information about the firm. The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

Orion Portfolio Solutions

• ADV Part 2A
• ADV Part 2A Appendix 1
• CRS

TownSquare Capital

• ADV Part 2A 
• CRS

Brinker Capital

• ADV Part 2A 
• ADV Part 2A Appendix 1
• CRS