O'CONNOR CAPITAL ADVISORY, LLC

Overview

O'Connor Capital Advisory, LLC is an independent registered investment adviser that manages assets for individuals and families with a focus on discretionary portfolio management and financial planning for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and tends to position client portfolios with a fixed-income bias, allocating significant exposure to pooled public funds rather than concentrated single-stock positions. The adviser is not marketed as an active ESG investor, is structured as a limited liability company owned by an individual, and has been SEC-registered since 2021.

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Location & Offices