OARS CAPITAL
Firm details
- Headquarters
- DILLSBURG, Pennsylvania
- CRD number
- 153198
- Registered since
- July 21, 2020
- Website
- www.oarscapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.55%
- Individuals19.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oars Capital is an independent, SEC-registered registered investment adviser formed in 2020 and organized as an LLC under individual ownership. The firm advises individuals and families, providing financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines a percentage-of-assets approach with the option for fixed fees. The adviser does not describe itself as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting or multi-state advisory services. The focus appears to be traditional wealth-management for private clients rather than institutional or family-office-level outsourcing of alternative manager selection.
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
- Exchange Traded Equities92%
- Public Funds/Mutual Funds6%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1MARC SMITH
Managing PartnerCRD 4840338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$282M in ETFs
76%
$215M
16%
$66.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $43.2M | 134,523 | 15.32% |
Location
DILLSBURG, PA
YORK
Location
DILLSBURG, PA
Headquartered in DILLSBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- YORK
- Address
- 6 N Baltimore St
- Time zone
- ET (UTC-5)
- Office locations
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