Ohlmann Investment Advisors LLC

Overview

Ohlmann Investment Advisors LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses, with additional pension consulting services. The firm charges fees as a percentage of assets under management and serves a client base made up primarily of individual and family investors. Investment activity is conservative in practice: the firm holds a large portion of its reported assets in cash and cash equivalents and leans on mutual funds and annuities for core exposure, while also maintaining access to third-party alternative managers for targeted allocations. The adviser is not positioned as a capital allocator and does not self-identify as an active ESG investor. It operates from a single office and does not present as a multi-state adviser, reflecting a localized, client-focused practice rather than a national platform.

Assets & Accounts

Investments & Alternatives

Location & Offices