OH Cap Asset Management

RIASEC Registered
Total AUM
$7M
Discretionary
$6.4M
92% of AUM
Avg account
$996K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330600
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.13%
  • Individuals2.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services

Firm profile

FINTRX

Overview

OH Cap Asset Management is a small, owner-operated independent registered investment adviser structured as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it lists market timing services among its advisory activities. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees. OH Cap does not classify itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, US Government Bonds 18%, State & Local Bonds 10%, Public Funds/Mutual Funds 8%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%59%
  • Exchange Traded Equities59%
  • US Government Bonds18%
  • State & Local Bonds10%
  • Public Funds/Mutual Funds8%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Michael Aussieker

    Michael Aussieker

    President, CCOCRD 5210923

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth