Unconventional Investor, LLC
Firm details
- Headquarters
- ,
- CRD number
- 317333
- Registered since
- March 31, 2022
- Website
- unconventionalinvestor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.43%
- Individuals8.49%
- Charitable Organizations1.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Unconventional Investor, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, families and small businesses. The firm is organized as a limited liability company and lists an individual owner; it registered with the SEC in 2022. Its advisory model charges a percentage of assets under management and the firm does not position itself as a capital allocator or pension consultant. The firm reports it is not an active ESG investor and its primary client base is individual and family households.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities15%
- US Government Bonds7%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Christopher O'leary
Advisor RepresentativeCRD 7092273
Paul O'leary
FounderCRD 1691967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$203M in ETFs
98%
$199M
1%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $72.2M | 195,196 | 35.61% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Alethea Capital Management, LLC
RIAHarbour Point Capital
RIADarien, CT
Breakwater Investment Management
RIASeattle, WA
Summit Group Retirement Planners, Inc.
RIAExton, PA
Albanyadvisor Group LLC
RIAAlbany, NY
Capital Investment Advisors
RIAWashington, DC