O'CONNOR FINANCIAL GROUP LLC
Firm details
- Headquarters
- QUINCY, Illinois
- CRD number
- 168636
- Registered since
- May 27, 2022
- Website
- www.oconnorfinancial.group
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.14%
- HNWI44.68%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
O'Connor Financial Group LLC is an independent registered investment adviser structured as a limited liability company and began SEC registration in 2022. The firm primarily serves individual and family clients and operates as a capital allocator, offering portfolio management, financial planning, selection of third‑party advisers, and educational workshops. It also operates as an insurance broker and charges clients on an asset‑based and fixed‑fee basis. The firm does not present itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
3 of 3TIMOTHY OCONNOR
Founder & Senior AdvisorCRD 2195907
JACKSON O'CONNOR
AdvisorCRD 6405849
DANIEL WESTERGAARD
AdvisorCRD 6223389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$272M in ETFs
56%
$152M
37%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $26.5M | 44,427 | 9.74% |
Location
QUINCY, IL
ADAMS
Location
QUINCY, IL
Headquartered in QUINCY, IL, anchoring the Quincy-Hannibal, IL-MO metro in the Midwest.
- Metro area
- Quincy-Hannibal, IL-MO
- Region
- Midwest
- County
- ADAMS
- Address
- 511 Maine St
- Time zone
- CT (UTC-6)
- Office locations
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