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 that serves individuals and families. The firm is SEC-registered (2022) and operates as a limited liability company with a domestic ownership structure. It combines portfolio management and financial planning for individuals and small businesses with additional services such as selection of outside advisers, educational seminars, and insurance brokerage. The firm bills clients through a mix of percentage-of-AUM and fixed fees and identifies itself as a capital allocator that uses third‑party managers alongside in-house planning and portfolio work. O'Connor does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Timothy 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 47Active vs passive
$306M in ETFs
57%
$175M
36%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.8M | 44,893 | 10.07% |
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
Similar firms
Purposepath Capital, LLC
RIAQuincy, IL
Keybridge Capital
RIAQuincy, IL
4wealth Advisors, Inc.
RIABurr Ridge, IL
KAI Wealth LLC
RIAChicago, IL
Chicago Investment Advisory Group
RIAMokena, IL
Klaff Realty, LP
RIAChicago, IL