BANE O'LEARY LLC

Overview

Bane O'Leary LLC is an independent registered investment adviser focused on serving individuals and families. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee structure is flexible—charging a percentage of assets under management as well as offering hourly and fixed-fee engagements—so it can accommodate both ongoing advisory relationships and project-based planning work. Investment activity centers on publicly available pooled vehicles rather than heavy direct-stock concentration. The firm reports full discretionary authority across its client assets, and it works alongside an insurance company affiliation that suggests integration of insurance-based planning tools when appropriate. Bane O'Leary LLC does not self-identify as an ESG investor and is not structured as a capital allocator, so third-party active managers are used rather than in-house private equity or direct principal investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices