UBS Financial Services
47yrs
Top advisor by experience in Phoenix
41yrs
Terrence Ormsbee
Full name on record: Terrence Dee Ormsbee
Financial advisor at Battle Capital Asset Management
Based in Phoenix, Arizona, Terrence Ormsbee is a fiduciary financial advisor with 41 years of industry experience. Terrence has been with Battle Capital Asset Management since 2011; before that, Terrence spent less than a year at Merrill and two years at Banc of America Investment Services. Battle Capital Asset Management offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in Arizona
OfficePhoenix, AZ
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Battle Capital Asset Management
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowBattle Capital Asset Management LLCCurrent firm
- Oct 2009 – Feb 2010MerrillPreviously
- Nov 2007 – Oct 2009Banc of America Investment Services, Inc.Previously
- 1999 – 2007Citigroup Global Markets Inc.Previously
Contact Terrence
(480) 262-0192Battle Capital Asset Management main office Phoenix, AZOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Terrence
Tailored to Terrence’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terrence
How do I contact Terrence?
Call Battle Capital Asset Management at (480) 262-0192 and ask for Terrence Ormsbee. Terrence works from the Phoenix, AZ office.
How long has Terrence been a financial advisor?
Terrence has been in the industry since 1986, about 41 years. Top 3% by experience in Arizona.
What licenses does Terrence hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terrence a fiduciary?
Terrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terrence paid?
Battle Capital Asset Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Terrence for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Sequent Planning
47yrs
Top advisor by experience at Sequent Planning
Smead Capital Management
46yrs
Top advisor by experience at Smead Capital Management
Merrill
46yrs
Top 1% by experience in Phoenix
LPL Financial
46yrs
Top 1% by experience in Phoenix
Sharpepoint
46yrs
Top 1% by experience in Phoenix