Olivar & Greb Capital Management, LLC
RIAState Registered
Total AUM
$13.2M
Discretionary
$5.7M
43% of AUM
Avg account
$441K
Accounts
30
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 285905
- Registered since
- December 8, 2016
- Website
- www.olivar-greb.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI65.14%
- Corporations / Businesses23.56%
- Individuals11.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olivar & Greb Capital Management, LLC is an independent, owner-operated limited liability advisory firm serving both individuals and institutional clients. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fees — percentage of AUM, hourly rates, and performance-based fees — and does not identify as an ESG-focused investor. It is state-registered in Florida and Massachusetts.
Assets & Accounts
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
- Cash & Cash Equivalents54%
- Exchange Traded Equities46%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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