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Mark Mayo

Chief Financial Officer at Orion Portfolio Solutions

Officer record from the firm’s Form ADVForm ADV filed 31 July 2026

Mark Mayo is Chief Financial Officer of Orion Portfolio Solutions, LLC, a Omaha investment adviser.

Role at Orion Portfolio Solutions

Title on Schedule A
Chief Financial Officer
Control
Mark Mayo is a control person of Orion Portfolio Solutions.
Ownership
An individual ownership band is not available in the source record.
Tenure
Mark Mayo has held the filed role since September 2024.

The firm

Orion Portfolio Solutions, LLC
Omaha, NE

Form ADV filed 31 July 2026

$64.8B AUM187,975 clients47 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Mark Mayo is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Mark Mayo
CRD
7989584
Firm
Orion Portfolio Solutions, LLC
Record basis
Form ADV officer listing
Firm bio
orion.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Orion says Mark Mayo joined as chief financial officer in September 2024 after CFO roles at DISA Global Solutions, Connect America, HireRight and General Electric divisions. Official Orion biography

Education

Common questions

Where does Mark Mayo work?

Mark Mayo has been Chief Financial Officer of Orion Portfolio Solutions, LLC since September 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Orion Portfolio Solutions

Sources

  1. IAPD individual lookup, CRD 7989584. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Orion Portfolio Solutions, LLC, filed 31 July 2026. Title, control and ownership bands.
  3. Orion Portfolio Solutions team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Mark Mayo or Orion Portfolio Solutions, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.