Scottsdale, AZ Office
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O'Connor Capital Advisory, LLC
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About
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.
Based on O'Connor Capital Advisory, LLC
Location
5635 N Scottsdale Rd, Ste 170
Scottsdale AZ 85250
Advisors at this office
1
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