Old Field Advisors LLC

RIASEC RegisteredEst. 2021
Total AUM
$30.6M
Discretionary
$30.6M
100% of AUM
Avg account
$502K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
134519
Registered since
August 23, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI92.08%
  • Charitable Organizations6.8%
  • Individuals1.11%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Field Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm serves a small roster of individual and family clients with a fee model built on hourly and fixed-fee engagements rather than percentage-based billing. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers — the latter reflecting a willingness to act as a capital allocator and outsource specialist mandates when appropriate. Investment policy tilts to publicly available pooled vehicles while incorporating third‑party alternative managers where they see value. The firm identifies itself as an active ESG investor, which influences manager selection and public-fund positioning. Given the emphasis on selection of other advisers and external managers, Old Field Advisors typically structures alternative exposure through outside fund managers rather than running large in‑house private-market programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, US Government Bonds 10%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%80%
  • Public Funds/Mutual Funds80%
  • US Government Bonds10%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Gigi Turbow Marx

    Gigi Turbow Marx

    FounderCRD 1256206

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth