Carson Scharff
Financial advisor at Orion Porfolio Solutions, LLC · Omaha, NE
Last updated 2026-10-10
Claim your profileCarson Scharff is a financial advisor at Orion Porfolio Solutions, LLC in Omaha, NE, CRD 7664044. Licenses and exams on the registration: Series 65. IAPD registration began 2024-08-23.
Registration
- CRD number
- 7664044
- Registration status
- Active
- IAPD registration
- 2024-08-23
- Industry Experience
- 2 years
- Work Experience
- 19 years
- States registered
- NE
Licenses and exams
- Series 65
Work history
- 2024-07 to Present · Orion Portfolio Solutions · Omaha, NE
- 2020-08 to 2024-05 · University of Nebraska-Lincoln · Lincoln, NE
- 2023-09 to 2024-02 · Cornhusker Bank · Lincoln, NE
- 2023-06 to 2023-08 · Charles Schwab · Omaha, NE
- 2022-05 to 2022-08 · Douglas County · Omaha, NE
- 2021-05 to 2021-07 · Neher Enterprises LLC · Gretna, NE
- 2020-04 to 2020-08 · Quality Pro Painting Services · Omaha, NE
- 2016-08 to 2019-10 · Millard United Sports · Omaha, NE
- 2007-08 to 2020-05 · Millard Public Schools · Omaha, NE
Current employment
- Orion Portfolio Solutions, LLC · Omaha, NE
Orion Porfolio Solutions, LLC
- Regulatory AUM
- $64,842,135,351
- Registered advisors
- 199
- Offices
- 6
- Clients per advisor
- 944.6 (Very high)
- Average AUM per client
- $345K (Low)
- High-net-worth client ratio
- 10.2% (Low)
Orion Porfolio Solutions, LLC: advisors, services and reported ETF investments
About
Carson Scharff is a financial advisor at Orion Portfolio Solutions, LLC, operating as Orion Porfolio Solutions, LLC in Omaha, NE. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 19 years of reported work history.
Orion Porfolio Solutions, LLC's firm-level Form ADV reports 199 advisors across 6 offices; approximately 944.6 clients per advisor, average assets per client of $344,951, and regulatory AUM of $64.8B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $5.3B across 514 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Carson Scharff personally.
Reported ETF positions
Orion Porfolio Solutions reports 514 ETF positions worth $5.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $352.4M |
| BUYW — Main BuyWrite ETF | $340.9M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $233.5M |
| VEA — Vanguard FTSE Developed Markets ETF | $205.2M |
| VUG — Vanguard Morningstar Growth ETF | $187.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Orion Porfolio Solutions's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $31.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $39.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $59.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $7.8M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Orion Porfolio Solutions, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
Location
17605 Wright St, Omaha, NE 68130
199 advisors at this office.
Contact
The firm's filed contact details.
Official record
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