OLYMPIC FINANCIAL, LLC

Overview

Olympic Financial, LLC operates primarily as an insurance brokerage with only limited presence as an advisory organization. The firm is organized as a limited liability company and is classified as an unclassified adviser in available records. It is not identified as a capital allocator and is not active as an ESG investor, multi-state adviser, pension consultant, or related adviser. Fee reporting lists the firm under a non-standard category (“other”), which, combined with its insurance-broker business activity, indicates revenue and client engagement models that are likely commission- or product-centered rather than typical AUM fee schedules. Investment activity appears focused on directing clients to third-party managers for specific exposures rather than running consolidated discretionary strategies in-house. Where Olympic Financial allocates externally, its alternative exposure centers on commodity strategies; there is no indication of a broader in-house investment platform or significant direct equity/ETF portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices