OT Advisors LLC

RIASEC RegisteredEst. 2023
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$1M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
Boca Raton, Florida
CRD number
328812
Registered since
November 9, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

OT Advisors LLC is a small, SEC‑registered investment adviser organized as a limited liability company and registered in 2023. The firm is owned by an individual and identifies institutional investors as its primary client base while providing advisory services that also cover financial planning and portfolio management for individuals/small businesses and for investment companies. It charges asset‑based fees and may assess performance‑based and other fees depending on client arrangements, and it does not position itself as a capital allocator. Regulatory and operational flags in the record note the firm is not an active ESG investor, is not registered as a multi‑state adviser, and is not a pension consultant or related adviser. Industry affiliations include ties to a CPO/CTA and to an insurance company, which suggests access to commodity or derivatives expertise and insurance product distribution or support.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Laurence Benedict

    Chief Executive OfficerCRD 2341518

Contacts

2 of 2
  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

  • Blake Richman

    CRD 6120198

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
7284 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth