OYSTER CREEK CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Urbanna, Virginia
CRD number
339119
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Oyster Creek Capital is organized as a limited liability company and appears to operate as a small advisory practice focused on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management. It is owned by an individual and is not registered as a multi-state adviser, is not identified as an active ESG investor, and is not classified as a capital allocator or a related adviser. The adviser is not described as newly formed and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KEVIN HUSSEY

    CEOCRD 6395126

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

Urbanna, VA

MIDDLESEX

Location

Urbanna, VA

Headquartered in Urbanna, VA, in the South of the United States.

Region
South
County
MIDDLESEX
Address
160 Cross St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth