Oars Capital

Overview

Oars Capital is a limited liability company operating as an independent registered investment adviser. The firm is SEC-registered (initial registration in 2020) and is owned by an individual principal. Its client focus is individuals and families, and its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-assets under management component and fixed-fee engagements. The firm reports it does not position itself as a capital allocator and it does not market itself as an ESG investor. Its activity profile on regulatory filings emphasizes one-on-one planning and discretionary portfolio management rather than institutional pension consulting or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives