Oars Capital

RIASEC RegisteredEst. 2020

Total AUM

$398M

Discretionary

$398M

100% of AUM

Avg account

$559K

Accounts

711

Employees

3

Advisory reps

1

Firm details

Headquarters: Dillsburg, Pennsylvania
CRD number: 153198
Registered since: July 21, 2020
Website: www.oarscapital.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.55%
Individuals19.45%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Oars Capital is an independent, SEC-registered registered investment advisor formed as an LLC and registered in 2020. The firm is owner-managed and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee model mixes percentage-of-assets and fixed-fee arrangements. Oars Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
Public Funds/Mutual Funds6%
US Government Bonds1%
Cash & Cash Equivalents1%

Contacts

1 of 1

Marc Smith
Managing PartnerCRD 4840338

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 49

Active vs passive

$317M in ETFs

Passive

78%

$247M

Active

15%

$69.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$51.3M	138,620	16.20%

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Primary office

Dillsburg, PA

York

Location

Dillsburg, PA

Headquartered in Dillsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area: Harrisburg-York-Lebanon, PA
Region: Northeast
County: York
Address: 6 N Baltimore St
Time zone: ET (UTC-5)
Office locations

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