Opportunity Cost Investors LLC
Firm details
- Headquarters
- ,
- CRD number
- 316066
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opportunity Cost Investors LLC is an independent, Virginia-registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its stated client base is individual and family clients rather than institutions, and it does not position itself as an ESG investor, pension consultant, or capital allocator. The practice appears to be boutique in scale and scope, delivering direct portfolio management rather than operating related adviser entities or acting as a multi-state adviser. Advisory activity is narrowly centered on customized portfolio management for private clients.
Assets & Accounts
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
- Cash & Cash Equivalents100%
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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