Olympia Advisors LLC

RIAState Registered
Total AUM
$33.8M
Discretionary
$33.8M
100% of AUM
Avg account
$1M
Accounts
33
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 41%, Cash & Cash Equivalents 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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