Oracle Financial Group

Overview

Oracle Financial Group is a small, client-focused advisory firm that provides portfolio management for individuals and small businesses, operating on a percentage-of-AUM fee model. The firm’s regulatory profile and business activities indicate a hybrid adviser role that includes accounting-related services and the sale of other financial products. Its mandate is largely non-discretionary, suggesting clients retain final trading authority while the firm delivers advice, model portfolios and investment selection. Investment activity appears conservative and implementation-driven: the bulk of client assets are placed in packaged public funds and mutual funds, which Oracle Financial Group uses as core building blocks for client portfolios. The firm does not identify as an active ESG investor and is oriented toward individual and family clients rather than institutional or pension accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices