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Building 2OAC CAPITAL ADVISORS LLC

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Phone345-749-4505
NotebookSEC #801-128173
Total AUM
$212M
Employees
5
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
345-749-4505
Other Offices
1

ReceiptFinancials

Total AUM
$212M
Accounts
64
Discretionary
$92.4M
Accounts
45
Non-Discretionary
$119.6M
Accounts
19

ContactClients

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Individual Clients
4
AUM
$1.7M
HNW Individual Clients
6
AUM
$13.5M
Corporation or Business Clients
21
AUM
$196.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING, AND PORTFOLIO REPORTING FOR CERTAIN PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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