Olesky Capital Management, LLC

RIASEC Registered
Total AUM
$63.7M
Discretionary
$63.7M
100% of AUM
Avg account
$749K
Accounts
85
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
111627
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Olesky Capital Management, LLC is a small, owner-operated registered investment advisory firm that manages portfolios for individuals, families and small business clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting or multi-state institutional work. It does not position itself as a capital allocator or an active ESG investor. Advisory services explicitly include portfolio management for individuals/small businesses and for businesses or institutions. The firm’s organizational form is a limited liability company and the ownership is individual. Custody and execution are handled through an outside custodian rather than in-house brokerage.

Assets & Accounts

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: Public Funds/Mutual Funds 93%, US Government Bonds 3%, Exchange Traded Equities 2%, Cash & Cash Equivalents 2%93%
  • Public Funds/Mutual Funds93%
  • US Government Bonds3%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Samuel Olesky

    Samuel Olesky

    Managing MemberCRD 1924112

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth