Olympia Advisors LLC

Overview

Olympia Advisors LLC is a privately held limited liability company that provides fee-based portfolio management primarily to individual and family clients, and to small businesses. The firm is owned by an individual and charges a percentage-of-AUM advisory fee. Its regulatory status shows SEC registration information is not indicated in the source; it is not listed as a multi-state adviser, a pension consultant, or a capital allocator. Olympia does not identify itself as an active ESG investor. The firm's stated advisory activity centers on discretionary portfolio management for individuals and small businesses. Custody and trading are handled through external custodians rather than in-house broker/dealer capacity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices