OLYMPUS CAPITAL, LLC

Overview

Olympus Capital, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also acts as an insurance broker, integrating insurance solutions alongside investment advice. Olympus Capital uses a fee schedule that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing it to serve both ongoing advisory relationships and discrete planning or consulting projects. On the investment side the firm shows a clear tilt toward publicly traded equities and exchange-traded products as the center of its portfolio construction. Olympus Capital is not flagged as an active ESG investor, and it generally operates as a single-state independent RIA rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices