Case Study: Capital Advisors achieves high‑touch client service at scale with Orion Advisor Technology

How Orion’s Partnership Helps Fuel Growth for Capital Advisors

Capital Advisors, a GIPS‑compliant investment advisory and wealth management firm with more than 40 years of experience managing $4.5 billion in AUM for roughly 2,500 clients, was constrained by antiquated technology that lacked client‑friendly reporting, sleeve support, multi‑custodian integrations, and automation. To modernize and scale its client‑centric service, the firm selected Orion Advisor Technology (and later added Orion Compliance) as its customizable tech stack provider.

Orion implemented a fully integrated solution—Orion Advisor Technology and Orion Compliance—that enabled sleeve‑level accounting and performance reporting, automated reconciliations across multiple custodians, and a client portal for 24/7 access. As a result, Capital Advisors now manages roughly 12,000 accounts with a lean operations team (four traders and three billing staff), streamlined GIPS reporting and compliance workflows, fewer manual tasks, and measurable productivity gains that supported growth without proportionally increasing headcount.

Capital Advisors

Jamie Wilson

Chief Operation Officer