Osher Capital Advisors, LLC
RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$1M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147412
- Website
- www.thehardtrade.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Osher Capital Advisors, LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly, subscription, and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Yaron Sadan
PresidentCRD 3236062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations