Unconventional Investor, LLC

RIASEC RegisteredEst. 2022
Total AUM
$303M
Discretionary
$303M
100% of AUM
Avg account
$843K
Accounts
359
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
317333
Registered since
March 31, 2022
Website
unconventionalinvestor.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.43%
  • Individuals8.49%
  • Charitable Organizations1.08%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Unconventional Investor, LLC is an independent, SEC-registered limited liability company that provides fee-based wealth and portfolio services to individual and family clients. The firm is structured to charge a percentage of assets under management and advertises financial planning and discretionary portfolio management for individuals and small businesses. It is not registered as a capital allocator, does not identify as an active ESG investor, and the firm is not listed as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 15%, US Government Bonds 7%, Cash & Cash Equivalents 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities15%
  • US Government Bonds7%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Christopher O'leary

    Christopher O'leary

    Advisor RepresentativeCRD 7092273

  • Paul O'leary

    Paul O'leary

    FounderCRD 1691967

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$174M in ETFs

Passive

99%

$172M

Active

1%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$66.7M207,97338.31%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth