O'Connor Capital Advisory, LLC

Overview

O'Connor Capital Advisory, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves individual and family clients and small-business accounts, providing financial planning and discretionary portfolio management on a percentage-of-AUM fee basis. It does not position itself as a capital allocator or pension consultant, is not organized as a multi-state adviser for regulatory purposes, and does not report active ESG integration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices