O'Grady Financial LLC

Overview

O'Grady Financial LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as an owner-run advisory business and positions itself as a capital allocator—selecting third‑party managers when appropriate—but its investment posture is equity‑centric, favoring exchange‑traded securities and mutual funds as primary building blocks. Fee arrangements include both percentage‑of‑AUM and fixed‑fee engagements. The adviser does not characterize itself as an active ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices