Olesky Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 111627
- Website
- www.oleskycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- US Government Bonds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Samuel Olesky
Managing MemberCRD 1924112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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