Forms ADV & CRS
Forms Library
Disclosures
- Orion Portfolio Solutions' Disclosure
- Townsquare Capital's Disclosure
- Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments Custody and Clearing Fee Schedule for Non-RPS Accounts
Brinker Capital Securities
- Business Continuity Plan
- SIPC
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SEC Report
Set forth below is the SEC-Required Report on Routing of Customers’ Orders for accounts that use National Financial Services, LLC as their custodian. Please click on the report for routing information.
Please click here to to view the SEC-Required order routing report in PDF format and click here to view the SEC-Required order routing report in XML format.
Archive:
- 4Q23 PDF Report
- 4Q23 XML Report
- 3Q23 PDF Report
- 3Q23 XML Report
- 2Q23 PDF Report
- 2Q23 XML Report
- 1Q23 PDF Report
- 1Q23 XML Report
- 4Q22 PDF Report
- 4Q22 XML Report
- 3Q22 PDF report
- 3Q22 XML report
- 2Q22 PDF report
- 2Q22 XML report
- 1Q22 PDF report
- 1Q22 XML report
- 4Q21 PDF report
- 4Q21 XML report
- 3Q21 PDF report
- 3Q21 XML report
- 2Q21 PDF report
- 2Q21 XML report
- 1Q21 PDF report
- 1Q21 XML report