J. Oliver Maxwell, LLC

Overview

J. Oliver Maxwell, LLC is a privately held limited liability company run by an individual owner that operates as a capital allocator and adviser to individuals and small businesses. The firm combines advisory services with brokerage activity—its business lines include real estate brokerage and insurance brokerage alongside financial advice. On the advisory side it provides financial planning, portfolio management for individuals and small businesses, selection and oversight of outside managers, publishes newsletters/periodicals, and offers educational seminars and workshops. The firm uses multiple billing approaches, including asset-based fees, hourly rates, and fixed-fee engagements. It reports being an active ESG investor, and it does not present itself as a multi-state or newly formed adviser.

Investments & Alternatives