OFC Wealth Management

Overview

OFC Wealth Management is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility across client needs. The firm reports being an active ESG investor, indicating environmental, social or governance factors are part of its investment approach. It is not a multi-state adviser and does not identify as a capital allocator; services are delivered through the RIA structure rather than a broker-dealer or wirehouse platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices