O'Connor Capital Advisory, LLC

Overview

O'Connor Capital Advisory, LLC is an owner-operated, independent registered investment adviser that filed with the SEC in 2021. The firm serves individual and family clients (and small-business portfolios) on a fee basis tied to assets under management. Its stated advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices