A complete list of active advisors currently associated with O'H Capital LLC

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

O’H Capital LLC provides discretionary asset management and ongoing investment advisory services to individuals, high net worth individuals, trusts, small businesses and estates. As of December 31, 2024 the firm reported approximately $39 million in assets under management and generally requires a household minimum of $1,000,000, which may be lowered or waived in certain cases. The firm develops client-specific investment strategies based on documented goals, time horizons and risk tolerance, drawing on both fundamental and technical analysis and conducting quarterly portfolio reviews; it implements those strategies under discretionary trading authority and charges advisory fees based on assets under management. O’H recommends custody with Schwab Advisor Services, deducts fees from client accounts with prior authorization, and permits clients to impose written investment restrictions. Distinctive operational features disclosed in the brochure include a single principal ownership structure with that principal also serving as the firm’s chief compliance officer and holding CFP® certification, and a recent founding/registration in 2022–2023. The firm does not sponsor wrap programs, does not vote client proxies (clients receive and vote their own), and discloses receipt of custodial support and other economic benefits from Schwab that may present potential conflicts of interest.

To learn more about the advisors currently working at O'H Capital 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.