Oelschlager Investments
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 306035
- Registered since
- November 7, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies76.61%
- HNWI23.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Oelschlager Investments is an SEC-registered limited liability company that provides portfolio management to individuals, small businesses and investment companies. The firm operates as an institutional RIA with an owner classified as an individual. It charges clients on a percentage-of-assets-under-management basis, is not positioned as a multi-state adviser, and does not identify as an active ESG investor. The firm has been SEC-registered since 2019 and does not serve as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds12%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Tina Oelschlager
Co-Founder and Chief Compliance OfficerCRD 4240219
Contacts
1 of 1
Mark Oelschlager
PresidentCRD 2212827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 4040 Embassy Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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