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

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The firm provides discretionary portfolio management and related financial planning services to a small, primarily high‑net‑worth client base, managing roughly $112.1 million across individualized accounts. In addition to individuals and families, the firm accepts charitable organization clients and sponsors or advises pension/profit‑sharing plans, which is less common among independent solo practitioners. Its investment approach emphasizes highly customized portfolio construction and ongoing active management using a mix of long‑ and short‑term trades informed by fundamental, technical and cyclical analysis. Financial planning consultations are included for portfolio clients, and accounts are managed on a discretionary basis through the custodian selected by the firm. Noteworthy for its size, the single‑advisor practice serves about 38 clients, enabling close, personalized oversight while relying exclusively on a single custodial platform (Fidelity Institutional Wealth Services) and participating in that platform’s institutional program. The brochure discloses potential conflicts related to custody and economic benefits from the custodian, and the firm does not generally vote client proxies and discloses a financial incentive to recommend rollovers of retirement accounts.

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.