Oracle Financial Group

Overview

Oracle Financial Group is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its business activities also include accounting services and distributing other financial products. Oracle Financial Group reports that it does not pursue ESG investing and does not operate as a multi-state adviser or pension consultant. All client relationships appear to be non-discretionary: the firm’s reported assets are held as non-discretionary positions, which suggests advisors typically implement client-directed strategies or maintain a consultative oversight role rather than full discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives