Olympia Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 330035
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.61%
- Individuals2.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Olympia Advisors LLC is an independent, state-registered registered investment adviser organized as a limited liability company and headquartered in South Carolina. The firm is individually owned and focuses on fee-based portfolio management for individuals, families and small businesses. Its advisory work centers on managing discretionary portfolios under a percentage-of-AUM fee model. The practice is relatively narrow in scope: it does not advertise multi-state adviser status, is not positioned as a capital allocator, and does not emphasize ESG or pension-consulting services. Advisory activities listed center on direct portfolio management rather than institutional consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds58%
- Exchange Traded Equities41%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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