Opportunity Cost Investors LLC

RIAState Registered
Total AUM
$50.3K
Discretionary
$50.3K
100% of AUM
Avg account
$10.1K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316066
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

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: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth