A complete list of active advisors currently associated with O'Connor Capital Advisory, LLC

Warmer can help you find a great advisor at O'Connor Capital Advisory, LLC or one who fits your needs even better.

O’Connor Capital Advisory provides discretionary portfolio management and tailored financial planning consultations primarily for high‑net‑worth individuals, families and institutional clients. The firm manages a focused client base and reports roughly $112 million in assets under management across its advisory relationships. O’Connor Capital builds individualized investment programs using a mix of fundamental, technical and cyclical analysis and employs both long‑ and short‑term trading as dictated by client objectives. The firm treats cash and cash equivalents as an asset class, may maintain defensive cash positions, and includes those cash holdings in assets under management while conducting periodic portfolio reviews. The firm operates as a single‑owner practice within a small, supported advisory team, a structure that is relatively uncommon among peers and that concentrates decision‑making at the firm level. It requires clients to custody assets with a specified institutional custodian and participates in that custodian’s institutional program (providing the firm with certain third‑party products and services that can create conflicts of interest), and it generally does not perform proxy‑voting on clients’ behalf.

To learn more about the advisors currently working at O'Connor Capital Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse O'Connor Capital Advisory, LLC's office locations.

Name	Location	Years of experience
Sean O'connor	Santa Cruz, CA	0
James Oconnor II	Scottsdale, AZ	18

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